Wealth Relationship Manager

Credicus Business Services

Pune District

On-site

INR 600,000 - 900,000

Full time

8 days ago

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Job summary

Credicus Business Services is seeking a Wealth Manager to acquire affluent/HNI clients, build lasting relationships, and drive AUM growth from the open market and referrals. The role involves understanding client goals and offering suitable investment solutions across mutual funds, SIPs, Demat, PMS, and insurance.

Ideal candidates have a background in wealth management, banking, broking, or financial services, with strong communication and sales skills.

Qualifications

Graduate degree; MBA preferred.
Experience in Wealth Management, Banking, Broking, or Financial Services.
CASA sales exposure or investment product experience is a plus.

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 Management

Wealth Management

Investment Advisory

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