Wealth Advisor

Credicus Business Services; Pune District; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Credicus Business Services seeks a Wealth Manager to cultivate relationships with affluent clients in Pune, advising on investments and products across mutual funds, equity and insurance.

The role focuses on growing AUM, sourcing opportunities, and delivering tailored investment advice to meet client requirements through proactive client engagement and research.

Qualifications

• Experience in Wealth Management, Banking or Financial Services.
• Strong knowledge of Mutual Funds, Equity, Insurance and investment products.
• Excellent communication and negotiation skills.

Responsibilities

• Acquire affluent and HNI clients.
• Build long-term customer relationships.
• Increase Assets Under Management (AUM).
• Sell Mutual Funds, SIPs, Demat, PMS, and Insurance.
• Generate business through self-sourcing and company data.
• Deliver investment advice based on customer requirements.

Skills

Communication skills

Negotiation skills

Wealth management knowledge

Education

Graduate/MBA preferred

Job description

Role & responsibilities

• Acquire affluent and HNI clients.
• Build long-term customer relationships.
• Increase Assets Under Management (AUM).
• Sell Mutual Funds, SIPs, Demat, PMS, and Insurance.
• Generate business through self-sourcing and company data.
• Deliver investment advice based on customer requirements.

Preferred candidate profile

• Graduate/MBA preferred.
• Experience in Wealth Management, Banking, or Financial Services.
• Knowledge of Mutual Funds, Equity, Insurance, and Investment Products.
• Strong communication and negotiation skills.