Wealth Relationship Manager @Motilal Oswal

Credicus Business Services; Thiruvananthapuram, Ernakulam, Mysuru; On-site; INR 700,000 - 1,100,000; Full time

Job summary

Credicus Business Services in India seeks a Wealth Management professional to acquire affluent clients and manage relationships, driving AUM growth through open market and references.

The role involves cross-selling Mutual Funds, SIPs, Demat, PMS, and Insurance, and providing tailored investment solutions aligned with client financial goals, while generating new business and maintaining long-term relationships.

Qualifications

• Graduate (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 Management & Investment Advis

Mutual Funds, SIP, Demat, PMS, Insu

Strong communication and sales skills

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.