Wealth Manager
Credicus · Pune · onsite · Posted 71d ago
About a minute. You'll make an account on the way through.
About this role
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.
Preferred 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.
Sourced from naukri
Skills
About Credicus
Credicus
Internet
114
employees
2022
4 years old
Pune, Maharashtra
India
₹2.1L PA avg
Avg at Credicus
₹5L – ₹15L PA
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