Credicus Business Services Pvt Ltd
Website:
credicus.in
Job details:
🚀 We’re Hiring: Relationship Manager – Wealth Management
Company: Choice Equity Broking Private Limited.
Department: Direct Channel / Open Market
Location: Kolkata
💼 Role Overview
Acquire and manage Affluent, Super-Affluent, and HNI clients, drive business through open-market sourcing, and grow AUM through comprehensive investment products.
📌 Key Responsibilities
- Client Acquisition: Source new HNI clients via open market and personal networks.
- Relationship Management: Build long-term relationships to grow client wallet share.
- Product Sourcing: Offer Mutual Funds, SIP, Demat, PMS, Insurance.
🎯 Who Should Apply
Candidates with a strong background in HNI client acquisition, wealth management, and financial product sales.
📩 Apply Now: Send your CV to HR Avdhut: 7796426971
Click on Apply to know more.
