Wealth Manager @Motilal Oswal

Credicus Business Services; Chennai District; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Credicus Business Services seeks a Wealth Management professional to acquire affluent and HNI clients, build lasting relationships, and increase AUM. The role involves selling Mutual Funds, SIPs, Demat, PMS, and Insurance, while delivering tailored investment advice based on client needs.

The candidate should have Graduate/MBA credentials with experience in Wealth Management, Banking, or Financial Services, and strong communication and negotiation skills to excel in a competitive market.

Qualifications

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

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 abilities

Relationship building

Education

Graduate/MBA preferred

Job description

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.

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.

Salary:

As per current CTC + incentives.Role & responsibilities

HR Sanket: 7030024963