Sr. Manager/ Chief Manager/ AVP- Wealth Management
2 days ago
Role & responsibilities
- Develop customized financial solutions based on client requirements and long-term financial goals
- Conduct regular and timely follow-ups with prospective clients and keep them engaged via relevant news, articles, and updates.
- Expand client base by acquiring new clients through networking, referrals, and relationship-building strategies.
- Drive AUM growth by maintaining and deepening relationships with existing investors.
- Periodically review and rebalance portfolios in line with market trends and client objectives.
- Upsell and cross-sell wealth products such as Mutual Funds, PMS, AIFs, FDs, and Insurance.
- Share market insights, research papers, and product updates with clients to support informed investment decisions.
- Coordinate marketing and engagement activities with internal product and regional marketing teams.
- Ensure all operations follow regulatory compliance, documentation, and internal control guidelines
Preferred candidate profile
- Experience: 7-12 years in Wealth Management, Financial Planning, or Investment Advisory
- Certifications: AMFI / NISM certifications preferred (not mandatory but an added advantage)
- Product Knowledge: Hands-on experience with Mutual Funds, PMS, AIFs, Insurance, Fixed Deposits, and other wealth instruments
- Track Record: Proven ability to generate and manage a minimum AUM of 30 Cr
- Client Handling: Strong relationship management skills with exposure to HNI/UHNI client servicing
- Communication: Excellent communication and presentation skills; ability to simplify financial concepts
- Mindset: Target-oriented, analytical, and emotionally stable under pressure
- Compliance: Familiar with documentation, regulatory norms, and internal process adherence
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