Wealth Manager

4 weeks ago


Salem, Tamil Nadu, India TekPillar® Full time

Role: Relationship Manager - Wealth

Location: #Chennai #Tamilnadu

Responsibilities

  • Acquire & manage HNI clients, ensuring seamless service delivery.
  • Conduct client profiling to offer Debt, Equity, MF, Structured & Real Estate products.
  • Manage & analyze client portfolios for performance and profitability.
  • Drive cross-selling, deepen relationships, and enhance share of wallet.
  • Support marketing plans and acquisition initiatives in corporate/HNI space.

Qualifications

  • MBA / PGDBA / PGPM or equivalent
  • AMFI / NISM certified (mandatory), IRDA (preferred)

Salary :: Up to 15 LPA + Incentives ( Depend on Interview )

Skills

  • Wealth Management & Financial Markets Knowledge
  • Client Acquisition & Relationship Management
  • Portfolio Analysis & Management
  • Business Development & Cross-Selling

Interested candidates can share their resume at +91 84888 33693 | shraddha@tekpillar.com


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