Senior Wealth Manager @Motilal Oswal

Credicus Business Services; Pune District; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Credicus Business Services in Pune is seeking a Wealth Manager to acquire high-net-worth clients and build tailored portfolios across asset classes. You will advise on investments and manage relationships to maximize client satisfaction.

Join a dynamic team offering growth opportunities and exposure to PMS, AIF, bonds, mutual funds and insurance. The ideal candidate has 3–6 years in wealth management or private banking, strong product knowledge, and excellent communication and negotiation

Qualifications

• Graduate/Postgraduate in Finance, Commerce, or related field.
• 3-6 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.

Responsibilities

• Acquire new HNI/UHNI clients through cold calling, networking, references, and market mapping.
• Build and manage client portfolios across PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance.
• Advise clients on suitable wealth products based on goals, risk appetite, and horizon.
• Serve as a trusted advisor to clients, ensuring high 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.

Skills

Communication skills

Negotiation

Relationship building

Financial products knowledge

Client acquisition

Education

Finance/Commerce degree

Job description

Role & responsibilities

• Client Acquisition:
  Acquire new HNI/UHNI clients through cold calling, networking, references, and market mapping.
• Portfolio Management:
  Build and manage client portfolios across multiple asset classes including PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance.
• Product Advisory:
  Advise clients on suitable wealth products based on their financial goals, risk appetite, and investment horizon.
• Relationship Management:
  Serve as a trusted advisor to clients, ensuring a high degree of customer satisfaction
• 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.

Preferred candidate profile

• Graduate/Postgraduate in Finance, Commerce, or related field.
• 3-6 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.