Wealth Manager

Credicus Business Services; Pune District; On-site; INR 1,000,000 - 1,700,000; Full time

Job summary

Credicus Business Services in Pune hires for a Wealth Management role focusing on client acquisition, portfolio management across PMS, AIFs, bonds, unlisted shares, mutual funds, and insurance. The candidate will advise on suitable wealth products, manage client relationships, and drive revenue through asset mobilization and client activation.

Ideal candidates have 3–6 years in wealth management, strong product knowledge, and excellent communication and negotiation skills.

Qualifications

• Graduate or 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 multiple asset classes including 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 client 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.

Skills

Client acquisition

Portfolio management

Product advisory

Relationship management

Revenue generation

Market intelligence

Education

Graduate/Postgraduate in Finance, Commerce, or related field

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.