Wealth Manager @Motilal Oswal

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

Benefits offered by this job

Huge Incentives

Appraisals

Job summary

Credicus Business Services, located in Maharashtra, Pune District, is seeking a professional to manage client portfolios and acquire high-net-worth clients through various methods including networking and cold calling.

The successful candidate will serve as a trusted advisor, ensure client satisfaction, and achieve targets for asset mobilization and revenue generation. Attractive incentives and appraisals are offered.

Responsibilities

• Acquire new HNI/UHNI clients through cold calling and networking.
• Build and manage client portfolios across asset classes.
• Advise clients on suitable wealth products.
• Serve as a trusted advisor to clients.
• Meet and exceed targets for revenue generation.
• Stay updated on market trends and product offerings.

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.

Benefits: Huge Incentives and Appraisals.