Senior Relationship Manager

Credicus Business Services; Kolkata District; On-site; INR 1,200,000 - 2,100,000; Full time

Job summary

Motilal Oswal Financial services in Kolkata seeks a dynamic Wealth Manager to acquire, manage, and grow a high-net-worth client base by offering end-to-end wealth management solutions. You will tailor investment strategies to the needs of HNIs/UHNIs while focusing on long-term relationship building.

The role emphasizes client acquisition, portfolio construction across PMS/AIFs/Bonds/Mutual Funds/Insurance, and revenue growth through prudent advisory and service excellence.

Qualifications

• Must have a degree in Finance, Commerce, or related field.
• Experience in wealth management or private banking is beneficial.
• Certifications such as NISM VA, NISM XA/XB, CFP are valued.

Responsibilities

• Client Acquisition: Acquire new HNI/UHNI clients through networking, referrals, and market mapping.
• Portfolio Management: Build and manage client portfolios across asset classes including PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance.
• Product Advisory: Advise clients on suitable wealth products based on goals, risk appetite, and horizon.
• Relationship Management: Maintain trusted advisor relationship with clients and ensure high satisfaction.
• Revenue Generation: Meet/exceed targets for asset mobilization and client activation.

Skills

Communication skills

Interpersonal skills

Negotiation skills

Financial products knowledge

Education

Graduate/Postgraduate in Finance, Commerce or related field

NISM VA certification

NISM XA/XB certification

CFP certification

Job description

Company Name: Motilal Oswal Financial services

Position Title: Wealth Manager

Role Summary:

We are looking for a dynamic and driven Wealth Manager to acquire, manage, and grow a high-net-worth client base.

The role involves offering end-to-end wealth management solutions tailored to the unique financial needs of HNIs/UHNIs while ensuring high levels of client satisfaction and long-term relationship building.

Key Responsibilities:

1. Client Acquisition: Acquire new HNI/UHNI clients through cold calling, networking, references, and market mapping.

2.Portfolio Management: Build and manage client portfolios across multiple asset classes including PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance.

3.Product Advisory: Advise clients on suitable wealth products based on their financial goals, risk appetite, and investment horizon.

4.Relationship Management: Serve as a trusted advisor to clients, ensuring a high degree of customer satisfaction

5.Revenue Generation: Meet and exceed targets for asset mobilization, revenue generation, and client activation.

Market Intelligence:

Stay updated on market trends, economic updates, and new product offerings to provide insightful recommendations to clients.

Requirements:

• Graduate/Postgraduate in Finance, Commerce, or related field.
• 36 years of experience in Wealth Management or Private Banking.
• Strong understanding of financial products and investment instruments.
• Excellent communication, interpersonal, and negotiation skills.
• Proven ability to build and manage high-value client relationships.
• Certifications such as NISM VA, NISM XA/XB, or CFP are a plus.