Relationship Officer (Mumbai Suburban)

Relationship Officer (Mumbai Suburban)

08 Aug
|
Credicus Business Services
|
Mumbai Suburban

08 Aug

Credicus Business Services

Mumbai Suburban

Job Title: Relationship Manager (RM)

Roles & Responsibilities

Bring and manage an existing portfolio of Affluent & Super Affluent clients.

Acquire new clients through networking and open market sourcing.

Build long-term relationships and grow AUM.

Advise clients on investment products based on their financial goals.

Cross-sell wealth products including Mutual Funds, PMS, AIF, Insurance, SIPs, Bonds, and Demat Accounts.

Coordinate with the Research & CFP team for investment recommendations.

Conduct client meetings and business development activities.

Achieve assigned revenue and AUM targets.

Preferred candidate profile

Graduate with 2.8 years of experience in Wealth Management, Broking, Banking, or Financial Services.

Existing Affluent/HNI client base preferred.

Solid knowledge of investment products and relationship management.

Excellent communication and client acquisition skills.Role & responsibilities

📌 Relationship Officer (Mumbai Suburban)
🏢 Credicus Business Services
📍 Mumbai Suburban

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