Senior Wealth Manager

Client Relationship Management:

1. Manage a portfolio of HNI/UHNI clients, ensuring personalized financial solutions tailored to their specific needs.
2. Build, deepen, and maintain strong client relationships through regular engagement and exceptional service.
3. Conduct periodic reviews of client portfolios to ensure alignment with their financial goals.

Financial Planning & Advisory:

1. Offer holistic investment solutions across asset classes such as equity, debt, mutual funds, insurance, structured products, and more.
2. Conduct financial needs analysis and propose customized strategies to achieve clients' short-term and long-term goals.
3. Keep clients informed of new products, market trends, and opportunities.

Business Development:

1. Acquire new HNI/UHNI clients through networking, referrals, and market initiatives.
2. Work closely with internal teams, including wealth specialists, investment advisors, and product teams, to enhance client offerings.
3. Achieve sales and revenue targets while maintaining a high standard of service delivery.