Agent
Jobs
Applied
Tracker
Profile
    1. Jobs for you
    2. Job

    Job · 11551305

    Credicus logo

    Senior Wealth Manager @Motilal Oswal

    Credicus · Hyderabad · onsite · Posted 69d ago

    ₹9.5L - ₹19.0L PA6–11 yrsfulltimeSourced fromNaukri

    About a minute. You'll make an account on the way through.

    About this role


    Responsibilities:

    Acquire affluent and HNI clients.

    Build long-term customer relationships.

    Increase Assets Under Management (AUM).

    Sell Mutual Funds, SIPs, Demat, PMS, and Insurance.

    Generate business through self-sourcing and company data.

    Deliver investment advice based on customer requirements.

    Candidate Profile:

    Graduate/MBA preferred.

    Experience in Wealth Management, Banking, or Financial Services.

    Knowledge of Mutual Funds, Equity, Insurance, and Investment Products.

    Strong communication and negotiation skills.

    Salary:

    As per current CTC + incentives.Role & responsibilities

    Take the Next Step Apply Now !
    To move forward with your application, please call us or share your CV on WhatsApp using the contact number below.

    HR Avdhut : [phone removed]

    Sourced from naukri

    Skills

    Equity AdvisoryCross SellingDemat AccountPMSSIPAUM GROWTHrevenue generationMutual FundsPrivate BankingPortfolio ManagementRelationship ManagerClient AcquisitionWealth ManagementInvestment AdvisoryHNI AcquisitionFinancial PlanningAffluent Banking

    About Credicus

    Credicus logo

    Credicus

    Internet

    114

    employees

    2022

    4 years old

    Pune, Maharashtra

    India

    ₹2.1L PA avg

    Avg at Credicus

    ₹9.5L – ₹19L PA

    This role

    About

    Credicus Business Services Pvt Ltd is a growing outsourcing and recruitment firm connecting job seekers with top employers across BPO, sales, and support sectors.

    Industries

    InternetRecruitment

    Employee ratings

    10 reviews

    4.8/ 5

    Culture

    5.0

    Career growth

    4.7

    Work-life

    5.0

    Employees rate it well for

    Company Culture48Work-Life Balance48

    Find them on

    WebsiteAmbitionBox reviews

    Senior Wealth Manager @Motilal Oswal · waiting for your command