Senior Wealth Manager

Locations: Hyderabad, Chennai, Bangalore

Functional Responsibilities / KPIs

Client Advisory & Portfolio Management

• Understand clients’ financial goals, risk appetite, time horizon through detailed discussions and portfolio deep-dives.
• Catering to the investment needs of clients by providing them research-based advice in Mutual Funds, Insurance, PMS, AIFs, Bonds, Equity, Structured Products, and other wealth offerings.
• Conduct regular portfolio analysis, review and create investment plans to ensure alignment with client objectives.
• Advise clients on suitable investment opportunities across asset classes and recommend appropriate product strategies.

Client Relationship Management

• Build, nurture, and manage long-term relationships with clients through regular meetings, portfolio discussi...