Senior Vice President of Wealth Management

2 days ago

Chennai Tamil Nadu India, Tamil Nadu Banking and NBFC job Full time

Very urgent requirements for a well reputed NBFC into Private Wealth Management as :

Wealth Relationship Manager

Grade: VP/SVP

Location: Chennai

Individual & Playing Captain Role both profiles are available

Only local candidates those who are into sales of wealth products (MF, AIR, PMS, Structured Products, etc). Having own book, managing U/HNI customers. Non sales, Operation, Analytics candidates please do not apply for this role.

CTC: Open up to 75 LPA


Job Purpose

Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.


Key Deliverables

  1. Critical
  • Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives.
  • Monitor financial market trends to ensure that client plans are responsive.
  • Must ensure the growth of AUM / Book Size
  • Responsible for achieving targets based on acquisition and revenue generation through investment products.
  • Responsible for business development through acquisition of high net-worth clients.
  • Mandatory numbers of meetings with clients to keep them updated with the current market scenario.


  1. Routine
  • Analyse client portfolios and make necessary suggestions.
  • Recommend financial products.
  • Responsible for identifying customer needs and assessing their risk appetite
  • Provide regular updates to the immediate superior as and when required
  • Create and enforce plans that will help meet the needs of the customer.


Role Requirements

  • Educational Qualifications: Graduation / Post Graduation in any discipline
  • Experience: 5+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background.
  • Domain Knowledge: Understanding of market pulse, knowledge on investment products, understanding of wealth platform
  • IT Skills: MS Office / MS Excel / AMFI / IRDA (Certification)

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