Wealth Manager

Credicus Business Services

Nagpur District

On-site

INR 900,000 - 1,500,000

Full time

4 days ago

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Job summary

Credicus Business Services in Nagpur is seeking an experienced Wealth Manager to acquire affluent clients and build long-term relationships. You will drive AUM growth by cross-selling Mutual Funds, SIPs, Demat, PMS and Insurance and provide tailored investment solutions.

The role requires strong communication, sales skills, and experience in wealth management or financial services. MBA preferred; candidates with CASA sales and investment product exposure may also apply.

Qualifications

Graduate with MBA preferred.
A background in Wealth Management, Banking, Broking, or Financial Services.
CASA sales experience and investment product exposure may apply.

Responsibilities

Acquire affluent/HNI clients through open market and references.
Build and manage client relationships to drive AUM growth.
Cross-sell investment products including Mutual Funds, SIPs, Demat, PMS, and Insurance.
Provide investment solutions based on client financial goals.
Generate new business and maintain long-term client relationships.

Skills

Client Acquisition

Relationship Management

Investment Advisory

Sales Skills

Education

MBA in Finance

Job description

Job Responsibilities

Acquire affluent/HNI clients through open market and references.
Build and manage client relationships to drive AUM growth.
Cross-sell investment products including Mutual Funds, SIPs, Demat, PMS, and Insurance.
Provide investment solutions based on client financial goals.
Generate new business and maintain long-term client relationships.

Eligibility

Graduate (MBA preferred).
Experience in Wealth Management, Banking, Broking, or Financial Services.
Candidates with CASA sales experience and investment product exposure may also apply.

Skills Required