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
- Solid communication and sales skills

Salary:

- Best in industry + Attractive Incentives.

Interested candidates can apply now.

For interview scheduling and further details,

HR Vaishnavi (phone hidden)

📌 Relationship Manager @Motilal Oswal (Karnataka)
🏢 Credicus Business Services
📍 Karnataka