Sr Wealth Manager, Chennai
Save this job and keep your search organized
Create a free account to save jobs, create alerts and return to this listing from your dashboard.
By continuing, you agree to our Terms & Privacy Policy.
Job Description:
Job Description (Wealth Sales): INDIVIDUAL ROLE- 250 to 400 CR AUM only investment (MF/ PMS / AIF)
- Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients.
- Understand clients’ financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions.
- Conduct regular portfolio reviews and recommend adjustments based on market conditions and client needs.
- Work closely with internal product specialists (investment advisors, insurance experts, etc.) to deliver comprehensive financial solutions.
- Proactively identify new business opportunities through referrals, networking, and cross-selling.
- Stay updated on market trends, financial products, and regulatory changes to provide up-to-date advice.
- Ensure compliance with regulatory and internal risk management policies.
- Prepare and present periodic performance reports to clients.
- Achieve sales and revenue targets as set by the business.
-
Sr Relationship Manager
7 days ago
Chennai, Tamil Nadu, India Tata Capital Full-timeDescription Client Acquisition and Relationship Management: Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and...
-
Multi Family Office
4 days ago
Chennai, Tamil Nadu, India M20 Urban Spaces Full-timeJob Title: Chief of Staff – Multi Family office | Investments & Wealth management Advisory services Location: Chennai| Experience: 10–15+ years Preferred: CA / CFA / MBA (Finance) or equivalent About Us: Mohan Mutha Group is a global conglomerate with diversified interests spanning International Trading, Shipping & Logistics, Real Estate, Infrastructure...
-
Hiring | Operations Manager | Chennai
5 days ago
Chennai, Tamil Nadu, India Infosys BPM Full-timeGreeting from Infosys BPM Ltd, We are hiring for an operations Manager. Location: Chennai About the Job The Senior List Manager is responsible for end-to-end campaign list operations - interpreting campaign requests, orchestrating timelines and priorities, and ensuring accurate audience selection and delivery at scale. The role requires deep expertise in...
-
Logistics Coordinator
2 days ago
Chennai, Tamil Nadu, India Husky Technologies Full-timeJob Description Title: Logistics Coordinator - Husky (India) Chennai Id: 21606 Type: FullTime Location: Chennai, India At Husky TechnologiesTM, our success is based on your success. Our ability to keep our customers in the lead is based on building the strongest team possible. Husky TechnologiesTM has a strong foundation built on innovation, close...
-
I.T. Support Specialist-Husky(India)Chennai
2 days ago
Chennai, Tamil Nadu, India Husky Technologies Full-timeJob Description Title: I.T. Support Specialist-Husky(India)Chennai Id: 21412 Type: FullTime Location: Chennai, India At Husky TechnologiesTM, our success is based on your success. Our ability to keep our customers in the lead is based on building the strongest team possible. Husky TechnologiesTM has a strong foundation built on innovation, close...
-
Chennai, Tamil Nadu, India Talent Leads Consultants Full-time ₹5 - ₹6 ContractJob Description: Sr. Manager Technical Support Location: Chennai, India Job Summary: We are looking for a seasoned Senior Manager / Director of Technical Support to join our team in Bangalore or Chennai. With over 12 years of experience in technical support, particularly within the cybersecurity sector, the ideal candidate will lead our support...
-
Regional Sourcing Manager
2 days ago
Chennai, Tamil Nadu, India Husky Technologies Full-timeJob Description Title: Regional Sourcing Manager - Large Fabrication Lane - Husky (India) Chennai Id: 21580 Type: FullTime Location: Chennai, India At Husky TechnologiesTM, our success is based on your success. Our ability to keep our customers in the lead is based on building the strongest team possible. Husky TechnologiesTM has a strong foundation...
-
I.T. Systems Administrator- Husky
2 days ago
Chennai, Tamil Nadu, India Husky Technologies Full-timeJob Description Title: I.T. Systems Administrator- Husky (India) Chennai Id: 20971 Type: FullTime Location: Chennai, India At Husky TechnologiesTM, our success is based on your success. Our ability to keep our customers in the lead is based on building the strongest team possible. Husky TechnologiesTM has a strong foundation built on innovation, close...
-
Chennai, Tamil Nadu, India Husky Technologies Full-timeJob Description Title: Data Scientist- Husky( India ) Guindy,Chennai Id: 20970 Type: FullTime Location: Chennai, India At Husky TechnologiesTM, our success is based on your success. Our ability to keep our customers in the lead is based on building the strongest team possible. Husky TechnologiesTM has a strong foundation built on innovation, close...
-
Chennai, Tamil Nadu, India Husky Technologies Full-timeJob Description Title: I.T. Infrastructure Administrator- Husky(India) Chennai Id: 21411 Type: FullTime Location: Chennai, India At Husky TechnologiesTM, our success is based on your success. Our ability to keep our customers in the lead is based on building the strongest team possible. Husky TechnologiesTM has a strong foundation built on innovation,...
