
Senior Portfolio Manager
15 hours ago
Job Overview
The role of a Chief Manager - Wealth Management is pivotal in delivering exceptional service to clients, building strong relationships, and providing tailored solutions.
Main Responsibilities:
- Client Solutions
- Develop and offer customized solutions based on client needs
- Cultivate strong relationships with existing clients and acquire new ones through strategic cross-selling
- Portfolio Management
- Regularly review and enhance client portfolios to optimize returns
- Provide timely updates on market trends and investment opportunities
- Marketing and Outreach
- Collaborate with regional teams to implement effective marketing strategies
- Maintain relationships with key stakeholders to drive business growth
Requirements:
- 7-12 years of experience in wealth management, financial planning, and investment advisory
- Possession of requisite certifications (optional)
- Experience across various wealth instruments, including insurance, FD, mutual funds, PMS, and AIF
- A proven track record of Asset Under Management (AUM) generation
- A minimum AUM size of ₹30 crores
Work Environment: Madurai, India
Industry: Financial Services
Salary Range: ₹15 lakhs - ₹25 lakhs per annum
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