C
Credicus Business Services
Relationship Manager
Skills
Business Development
2 months ago
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Important information
Contract type:
Permanent
Salary:
₹300,000 – ₹650,000 / year
Location:
Pune, Maharashtra, India
Work mode:
Onsite
Published on:
25 August 2026
What they need
Role & responsibilities
- Acquire new clients in the Affluent & Super Affluent segment through open market and existing network.
- 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 new 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.
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