Job Description (Wealth Sales): INDIVIDUAL ROLE- 250 to 400 CR AUM only investment (MF/ PMS / AIF)
- Build and maintain solid, long-term relationships with a portfolio of high-net-worth clients.
- Understand clients’ financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions.
- Conduct regular portfolio reviews and recommend adjustments based on market conditions and client needs.
- Work closely with internal product specialists (investment advisors, insurance experts, etc.) to deliver comprehensive financial solutions.
- Proactively identify new business opportunities through referrals, networking, and cross-selling.
- Stay updated on market trends, financial products, and regulatory changes to provide up-to-date advice.
- Ensure compliance with regulatory and internal risk management policies.
- Prepare and present periodic performance reports to clients.
- Achieve sales and revenue targets as set by the business.
📌 Sr Wealth Manager, Chennai
🏢 Talent Leads Consultants
📍 Chennai
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.