Wealth Manager / Senior Wealth manager

Role & 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

Preferred candidate profile

• 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

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 needs including investments, lending, and insuranceby leveraging subject matter experts from the group.
• Support team efforts and contribute to overall organizational objectives

Experience: 3-12 years

If interested, kindly share your resumes to amirthaa@sundaramfinance.in