Opportunity Description
Job Title: Senior Wealth Manager : Role Purpose: The Senior Wealth Manager will be responsible for acquiring and managing High Net-worth and Ultra HNI clients, driving AUM growth, and delivering comprehensive wealth management solutions across investment and protection products.
Locations: Chandigarh and Ludhiana.
Key Responsibilities:
Develop, manage, and expand a portfolio of HNI and Ultra-HNI clients.
Drive business development initiatives to grow AUM and expand client base in line with firm targets.
Achieve business targets across Equity Trading (NSE/BSE), Demat accounts, and overall wealth revenue
Drive sales of Fixed Income products including Corporate FDs, Bonds, and NCDs
Promote and distribute Mutual Funds, PMS, AIF, Life Insurance, and Health Insurance solutions
Design and implement strategic wealth plans aligned to clients’ financial goals, risk appetite, and lifecycle needs
Conduct periodic portfolio reviews and rebalance strategies based on market...
Locations: Chandigarh and Ludhiana.
Key Responsibilities:
Develop, manage, and expand a portfolio of HNI and Ultra-HNI clients.
Drive business development initiatives to grow AUM and expand client base in line with firm targets.
Achieve business targets across Equity Trading (NSE/BSE), Demat accounts, and overall wealth revenue
Drive sales of Fixed Income products including Corporate FDs, Bonds, and NCDs
Promote and distribute Mutual Funds, PMS, AIF, Life Insurance, and Health Insurance solutions
Design and implement strategic wealth plans aligned to clients’ financial goals, risk appetite, and lifecycle needs
Conduct periodic portfolio reviews and rebalance strategies based on market...
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