Wealth Manager (Bengaluru)

Wealth Manager (Bengaluru)

07 Aug
|
Credicus Business Services
|
Bengaluru

07 Aug

Credicus Business Services

Bengaluru

Roles and Responsibilities :

- Manage high net worth individual (HNI) clients' portfolios, providing personalized wealth management solutions.
- Identify current business opportunities through networking, referrals, and market research to drive revenue growth.
- Develop strong relationships with existing clients to increase retention rates and upsell/cross-sell third-party products such as mutual funds, PMS, etc.
- Analyze market trends and economic indicators to make informed investment decisions on behalf of clients.

Job Requirements :

- 1-8 years of experience in wealth management or related field.
- Strong understanding of HNI acquisition strategies and client relationship management principles.
- Proficiency in selling third-party products such as mutual funds, PMS, etc.

📌 Wealth Manager (Bengaluru)
🏢 Credicus Business Services
📍 Bengaluru

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