Wealth Manager @Motilal Oswal

Credicus Business Services; Bengaluru; On-site; INR 800,000 - 2,000,000; Full time

Benefits offered by this job

Huge incentives and appraisals

Job summary

Credicus Business Services seeks a wealth advisory professional in Bengaluru to acquire high-net-worth clients and build diversified portfolios. You will advise on suitable wealth products, manage client relationships, and drive revenue growth while staying informed on market trends and new offerings.

The role offers substantial incentives and performance appraisals, with clear opportunities for career growth in a client-centric wealth management team.

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 wealth products based on goals, risk appetite, and investment horizon.
• Serve as a trusted advisor to clients, ensuring a high degree of 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.
• Huge incentives and appraisals.

Skills

Client acquisition

Portfolio management

Product advisory

Relationship management

Revenue generation

Market intelligence

Job description

Key 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.

Huge Incentives and Appraisals.