Wealth Manager (New Delhi)

Wealth Manager (New Delhi)

08 Aug
|
Credicus Business Services
|
New Delhi

08 Aug

Credicus Business Services

New Delhi

Responsibilities:

Acquire affluent and HNI clients.

Build long-term customer relationships.

Increase Assets Under Management (AUM).

Sell Mutual Funds, SIPs, Demat, PMS, and Insurance.

Generate business through self-sourcing and company data.

Deliver investment advice based on customer requirements.

Candidate Profile:

Graduate/MBA preferred.

Experience in Wealth Management, Banking, or Financial Services.

Knowledge of Mutual Funds, Equity, Insurance, and Investment Products.

Robust communication and negotiation skills.

Salary:

As per current CTC + incentives.Role & responsibilities

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.

HR Rutuja (phone hidden)

📌 Wealth Manager (New Delhi)
🏢 Credicus Business Services
📍 New Delhi

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