Role & responsibilities

Acquire new clients in the Affluent & Super Affluent segment through open market

Build and manage a strong portfolio of high-value clients.

Maintain relationships and grow AUM by cross-selling financial products.

Provide investment advisory services based on client risk profile and financial goals.

Track and identify potential clients in the target segment for recent business acquisition.

Stay updated on financial markets, investment products, and industry trends.

Coordinate with internal product and research teams (Centralized CFP Team) for informed investment decisions.

Conduct and support seminars, workshops, and other business development initiatives.

Deepen client engagement to increase wallet share and overall portfolio value.

Products Handled

Mutual Funds, Bond, Equity,



Demat, Insurance, PMS, SIP

Preferred candidate profile

Proven experience in wealth management or financial services.

Robust client acquisition and relationship management skills.

Experience handling affluent or high-net-worth individuals (HNI clients preferred).

Positive understanding of financial products like Mutual Funds, Insurance, Bond and Equity.

Excellent communication, negotiation, and interpersonal skills.

Ability to generate leads and convert prospects into long-term clients.

Market awareness and analytical ability to advise clients effectively

📌 Relationship Manager Mumbai Suburban (India)
🏢 Credicus Business Services
📍 India