Role & responsibilities

- Client Acquisition:
Acquire new HNI/UHNI clients through cold calling, networking, references, and market mapping.
- Portfolio Management:
Build and manage client portfolios across multiple asset classes including PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance.
- Product Advisory:
Advise clients on suitable wealth products based on their financial goals, risk appetite, and investment horizon.
- Relationship Management:
Serve as a trusted advisor to clients, ensuring a high degree of customer satisfaction
- Revenue Generation:
Meet and exceed targets for asset mobilization, revenue generation, and client activation.
- Market Intelligence:
Stay updated on market trends, economic updates, and current product offerings to provide insightful recommendations to clients.





Preferred candidate profile

- Graduate/Postgraduate in Finance, Commerce, or related field.
- 3-6 years of experience in Wealth Management or Private Banking.
- Strong understanding of financial products and investment instruments.
- Excellent communication, interpersonal, and negotiation skills.
- Proven ability to build and manage high-value client relationships.
- Certifications such as NISM VA, NISM XA/XB, or CFP are a plus.

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.

More Detail Contact HR Sailee- (phone hidden)

📌 Senior Relationship Officer (Ahmedabad)
🏢 Credicus Business Services
📍 Ahmedabad