Credicus Business Services
Wealth Manager
2 months ago
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Important information
Contract type:
Permanent
Salary:
₹500,000 – ₹1,500,000 / year
Location:
Pune, Maharashtra, India
Work mode:
Onsite
Published on:
12 August 2026
What they need
Role & 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.
Preferred candidate profile
Graduate/MBA preferred.
Experience in Wealth Management, Banking, or Financial Services.
Knowledge of Mutual Funds, Equity, Insurance, and Investment Products.
Strong communication and negotiation skills.
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