Senior Wealth Manager

Credicus Business Services Pvt Ltd; Ahmedabad District, Rajkot, Surat; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Credicus Business Services Pvt Ltd in Ahmedabad seeks an experienced wealth advisory professional to build and manage client portfolios, acquire high-net-worth clients, and provide product recommendations aligned to goals and risk tolerance.

You will stay updated on market trends, travel as needed, and work with the HR team to drive revenue through asset mobilization and client activation.

Responsibilities

• Acquire new HNI/UHNI clients through cold calling, networking, references, and market mapping.
• Build and manage client portfolios across multiple asset classes including PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance.
• Advise clients on suitable wealth products based on their financial goals, risk appetite, and investment horizon.
• Serve as a trusted advisor to clients, ensuring a high degree of customer satisfaction
• Meet and exceed targets for asset mobilization, revenue generation, and client activation.
• Stay updated on market trends, economic updates, and new product offerings to provide insightful recommendations to clients.

Job description

Role & responsibilities

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.

Contact: HR Avdhut- 7796426971