Senior Wealth Manager - BFSI/Consulting Firm (7-25 yrs)

Job Title: Senior Wealth Manager

Location: Bengaluru, Chennai, Hyderabad & Coimbatore

Key Responsibilities (Sales-Focused):

Client Acquisition & Relationship Management:

- Identify and acquire new HNI and institutional clients (Individuals, corporates, SMEs, financial institutions).

- Execute monthly sales plans and achieve sales targets through regular client interactions (calls, meetings).

- Utilize referral networks, directories, and other channels to source potential clients.

- Ensure 100% client penetration and grow revenue from each client.

- Collaborate with teams for joint client calls and portfolio reviews.

Revenue Growth & Profitability:

- Achieve targeted revenue across all products and clients.

- Provide regular market updates and recommend personalized investment solutions.

- Cross-sell services and maintain fee income at budgeted levels.

Market Monitoring & Reporting:

- Monitor competitors' activities and report findings to management.

- Provide regular sales activity and performance updates.

Compliance & Documentation:

- Ensure adherence to policies, procedures, and compliance standards.

- Oversee accurate documentation for client profiles, transactions, and KYC procedures.

Qualifications & Skills:

- Strong experience in sales-focused wealth management, particularly with HNIs and institutional clients.

- Proven track record in institutional sales and delivering tailored financial solutions.

- Excellent communication, negotiation, and leadership skills for client acquisition and retention.