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11 Credicus Relationship Manager Wealth Management Jobs

Wealth Relationship Manager @Motilal Oswal

1-5 years

₹ 3.5 - 6.5L/yr

Mumbai, Mumbai Suburban, Mumbai

15 vacancies

Wealth Relationship Manager @Motilal Oswal

Credicus

posted 19hr ago

Job Description

Key Deliverables:

  • New client acquisition to acquire 7-8 new clients per month from open market
  • Cross selling of third party investment products
  • Revenue generation revenue to be generated from the all the products from sourced accounts
  • SIPs 5 SIPs per month of Rs. 2000 each.

Role Requirements:

  • Educational Qualifications: Graduation
  • Experience: 1+ Years in sales/wealth management of handling the HNI clients.
  • Team handling experience: Not mandatory
  • Preferred industry back ground: Wealth Management, Banking, Investment Counselling

Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products



Perks and benefits :

Decent Incentives and Appraisals.


To schedule your interview, send your CV through WhatsApp (number mentioned below)

HR Avdhut: 9822463775


Employment Type: Full Time, Permanent

Read full job description

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What Relationship Manager Wealth Management at Credicus are saying

What Credicus employees are saying about work life

based on 47 employees
54%
93%
75%
100%
Strict timing
Monday to Saturday
No travel
Day Shift
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Credicus Benefits

Free Transport
Child care
Gymnasium
Cafeteria
Work From Home
Free Food +6 more
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Credicus Pune Office Location

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Pune, Maharashtra Office
KK Market Pune, Maharashtra
411043

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