Wealth Relationship Manager

Credicus Business Services; Bengaluru; On-site; INR 700,000 - 1,200,000; Full time

Benefits offered by this job

Attractive incentives

Job summary

Credicus Business Services in Bengaluru is seeking a results-driven wealth management professional to acquire affluent/HNI clients and manage long-term client relationships. You will drive AUM growth by cross-selling Mutual Funds, SIPs, Demat, PMS, and Insurance, delivering tailored investment solutions aligned with client goals.

Strong sales and communication skills are essential to generate new business and sustain relationships.

Qualifications

• MBA preferred
• Experience in Wealth Management, Banking, Broking, or Financial Services
• CASA sales experience and investment product exposure may also apply

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.

Skills

Client Acquisition

Relationship Mgmt

Wealth Mgmt

Investment Advisory

Mutual Funds

SIP

Demat

PMS

Insurance

Sales Skills

Communication

Education

MBA preferred

Job description

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.

For interview scheduling and further details,

Contact- HR Avdhut: 7796426971