Senior Wealth Manager
2 days ago
JOB DESCRIPTION Manage portfolio of clients, provide tailored financial planning and investment advisory services across multiple asset classes. Engage clients to understand their financial goals and conduct regular portfolio reviews. Support senior managers in growth strategies and drive business development through client acquisition. Role and Responsibilities
• Manages portfolio of clients, providing comprehensive financial planning and investment advisory services.
• Proactively engage with clients to assess their financial goals, risk appetite, and investment preferences.
• Offer tailored investment solutions across asset classes, including equity, debt, MF, PMS, insurance, and structured products.
• Conduct regular portfolio reviews and performance updates to ensure alignment with client objectives.
• Support senior managers in executing growth strategies and achieving revenue targets.
• Leverage the group's existing customer base e.g., CV/PV dealers & fleet owners; develop investment solutions within this captive base to deepen client relations & expand AUM
• Drive business growth by acquiring new clients through referrals and networking, while addressing clients' broader financial requirements (lending, insurance) by leveraging group expertise Qualifications & Education: Postgraduate degree in Finance, Economics, or related fields (e.g., MBA) Relevant certifications (NISM, AMFI, CFP) are highly preferred. Technical Skills Proficiency in financial analysis, portfolio management, and advisory services. Good understanding of regulatory requirements and market dynamics. Soft Skills Strong communication, negotiation, and relationship management skills. Ability to work independently and collaboratively within a team. Key Performance Indicators (KPIs) Drive AUM growth and maximize revenue from client portfolios. Maintain strong client retention, solid satisfaction scores, and foster client referrals. Support in executing business development plans by meeting and client acquisition targets set as part of the overall strategy Act as the primary relationship holder, addressing clients' holistic financial management needsincluding investments, lending, and insurance—by leveraging subject matter experts from the group. Support team efforts and contribute to overall organizational objectives
-
Wealth Manager
2 days ago
Salem, Tiruchirapalli, India ti Steps Full timeJOB DESCRIPTION Assists in managing client relationships, performing financial analysis, and supporting the delivery of wealth management services to affluent customers of their designated territory. They collaborate with senior team members to develop skills and gain industry knowledge. Role and Responsibilities • Assist in catering to the investment...
-
Relationship Manager
1 week ago
Coimbatore, Tamil Nadu, India Midfin Wealth Full time ₹ 4,00,000 - ₹ 8,00,000 per yearWe are seeking dynamic Relationship Officers with 2 - 3 years of experience in the banking or wealth management industry. who is responsible for building and nurturing client relationships, promoting financial products & contributing revenue growth.CafeteriaOffice cab/shuttleTravel allowanceHealth insuranceSales incentivesProvident fund
-
Wealth Relationship Manager
6 hours ago
Chennai, Coimbatore, India Kotak Securities (KSL) Full time ₹ 4,00,000 - ₹ 12,00,000 per yearWill be responsible for selling Equity based investment products to this set of Wealth customer base.Should have effective servicing skills and should be excellent in conflict management. .Will be responsible to develop business, maximize revenue generation & achieve sales targets Will work in close coordination with the Wealth team to ensure all clients...
-
Private Wealth
3 weeks ago
Coimbatore, India ICICIDirect Full timeRole & Responsibilities: - To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. - To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. - To conduct regular portfolio reviews and performance updates with clients to...
-
Relationship Manager-Wealth Manager
2 days ago
Chennai, Coimbatore, India Endeavour Consultancy Services And Solutions Full time ₹ 20,00,000 - ₹ 25,00,000 per yearWe are seeking an experienced Relationship Manager / Wealth Manager to manage high-net-worth clients and advise them on Portfolio Management Services (PMS), Mutual Funds, Bonds, and other investment products.
-
Wealth Manager
1 week ago
Coimbatore, India upGrad Rekrut Full timeA wealth manager is responsible for driving revenue and building Assets Under Management (AUM) by managing client portfolios, developing sales strategies, and ensuring client satisfaction. Key duties include providing financial advisory services for high-net-worth individuals, monitoring portfolios within risk parameters, and adhering to compliance...
-
Wealth Manager
6 days ago
Coimbatore, India upGrad Rekrut Full timeA wealth manager is responsible for driving revenue and building Assets Under Management (AUM) by managing client portfolios, developing sales strategies, and ensuring client satisfaction. Key duties include providing financial advisory services for high-net-worth individuals, monitoring portfolios within risk parameters, and adhering to compliance...
-
Wealth Manager
1 week ago
coimbatore, India upGrad Rekrut Full timeA wealth manager is responsible for driving revenue and building Assets Under Management (AUM) by managing client portfolios, developing sales strategies, and ensuring client satisfaction. Key duties include providing financial advisory services for high-net-worth individuals, monitoring portfolios within risk parameters, and adhering to compliance...
-
Wealth Manager
1 week ago
Coimbatore, India upGrad Rekrut Full timeA wealth manager is responsible for driving revenue and building Assets Under Management (AUM) by managing client portfolios, developing sales strategies, and ensuring client satisfaction. Key duties include providing financial advisory services for high-net-worth individuals, monitoring portfolios within risk parameters, and adhering to compliance...
-
Wealth Manager
1 week ago
Coimbatore, India upGrad Rekrut Full timeA wealth manager is responsible for driving revenue and building Assets Under Management (AUM) by managing client portfolios, developing sales strategies, and ensuring client satisfaction. Key duties include providing financial advisory services for high-net-worth individuals, monitoring portfolios within risk parameters, and adhering to compliance...
