Wealth Manager (Mumbai)

Wealth Manager (Mumbai)

04 Oct
|
Credicus Business Services
|
Mumbai

04 Oct

Credicus Business Services

Mumbai

Key responsibilites:

- Acquire recent clients and generate revenue through retail broking and wealth products.

- Assist in onlinetrades execution and provide guidance on equity, derivatives, mutual funds, and other investment products.

- Manage and enhance relationships with existing clients to increase business share.

- Advise clients on investment opportunities in equities, mutual funds, IPOs, and other products.

- Achieve monthly and quarterly sales targets as assigned.

- Maintain high levels of client satisfaction through prompt service and query resolution.

- Ensure full compliance with SEBI, NSE, BSE, and internal company policies.

Key Skills:

- Strong understanding of financial markets and trading platforms.

- Excellent communication and relationship-building skills.

- Sales-driven, self-motivated, and target-oriented.

- Ability to handle multiple client portfolios efficiently.

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

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