Wealth Manager @Motilal Oswal

Credicus Business Services Pvt Ltd; Mysuru; Presencial; INR 1 200 000 - 2 000 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Best in industry pay and incentives

Performance-based rewards

Resumo da oferta

Credicus Business Services Pvt Ltd. seeks a Wealth Management professional to acquire affluent/HNI clients, build lasting relationships, and drive AUM growth in a dynamic market.

You will cross-sell Mutual Funds, SIPs, Demat, PMS and Insurance, offering tailored investment solutions based on clients’ financial goals. Experience in banking or financial services, including CASA sales, is valued.

Qualificações

• Graduate MBA preferred with experience in wealth management or financial services.
• Experience in banking, broking, or financial services is desirable.
• CASA sales experience and investment product exposure may apply.

Responsabilidades

• 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.

Conhecimentos

Client Acquisition

Relationship Management

Wealth Management

Investment Advisory

Mutual Funds

SIP

Demat

PMS

Insurance

Sales Skills

Formação académica

MBA preferred

Descrição da oferta de emprego

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

• Client Acquisition & Relationship Management
• Wealth Management & Investment Advisory
• Mutual Funds, SIP, Demat, PMS, Insurance
• Strong communication and sales skills

Salary

• Best in industry + Attractive Incentives.