Wealth Manager

Credicus Business Services Pvt Ltd; Dadri, Nagpur District, Mumbai; On-site; INR 300,000 - 420,000; Full time

Job summary

Credicus Business Services Pvt Ltd in India seeks a client-focused financial sales professional to acquire new clients and drive revenue through retail broking and wealth products. You will assist with online trades, provide guidance on equities, derivatives, mutual funds, and other investment products, and manage existing client relationships.

The role requires strong communication skills, a sales-driven attitude, and the ability to handle multiple portfolios while ensuring compliance with SEBI

Qualifications

• Strong understanding of financial markets and trading platforms.
• Excellent communication and relationship-building skills.
• Sales-driven, self-motivated, and target-oriented.
• Ability to handle multiple client portfolios efficiently.

Responsibilities

• Acquire new clients and generate revenue through retail broking and wealth products.
• Assist in online trades execution and provide guidance on equity, derivatives, mutual funds, and other investment products.
• Manage and enhance relationships with existing clients to increase business share.
• Advise clients on investment opportunities in equities, mutual funds, IPOs, and other products.
• Achieve monthly and quarterly sales targets as assigned.
• Maintain high levels of client satisfaction through prompt service and query resolution.
• Ensure full compliance with SEBI, NSE, BSE, and internal company policies.

Skills

Financial markets

Communication

Relationship building

Sales orientation

Job description

Key responsibilites:

• Acquire new clients and generate revenue through retail broking and wealth products.
• Assist in onlinetrades execution and provide guidance on equity, derivatives, mutual funds, and other investment products.
• Manage and enhance relationships with existing clients to increase business share.
• Advise clients on investment opportunities in equities, mutual funds, IPOs, and other products.
• Achieve monthly and quarterly sales targets as assigned.
• Maintain high levels of client satisfaction through prompt service and query resolution.
• Ensure full compliance with SEBI, NSE, BSE, and internal company policies.

Key Skills:

• Strong understanding of financial markets and trading platforms.
• Excellent communication and relationship-building skills.
• Sales-driven, self-motivated, and target-oriented.
• Ability to handle multiple client portfolios efficiently.