Wealth Manager @Motilal Oswal

Credicus Business Services; Kolkata District; On-site; INR 900,000 - 1,300,000; Full time

Benefits offered by this job

Huge incentives

Appraisals

Job summary

Credicus Business Services in Kolkata is seeking a Relationship Manager to grow a book of affluent and super affluent clients, advising on investments and building a portfolio.

You will maintain relationships, drive AUM, coordinate with product and research teams, and help organize seminars and business development activities, with substantial incentives and appraisal opportunities.

Responsibilities

• 1. Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.
• 2.Maintaining client relationships and generate AUM from preferred clients.
• 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
• 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition
• 5. To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
• 6. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
• 7. To conduct and assist in organizing seminars, workshops and other business development activities.
• 8. To conduct and assist in organizing seminars, workshops and other business development activities
• Huge Incentives and Appraisals.

Job description

Job Responsibilities:

1. Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.

2.Maintaining client relationships and generate AUM from preferred clients.

3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition

5. To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.

6. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.

7. To conduct and assist in organizing seminars, workshops and other business development activities.

8. To conduct and assist in organizing seminars, workshops and other business development activities

Huge Incentives and Appraisals.