Job Description: Financial

- To contribute to the achievement of the financial targets and business composition goals of the firm
- Identify and build high-quality client relationships within the target segment through networking measures and by cultivating existing relationships that yield meaningful referrals.
- Adopt productive pricing and cost-control measures to ensure profitable client relationships.
- Undertake initiatives to drive increase in shared of wallet of existing relationships.
- Support marketing initiatives e.g. special campaigns, events, presentations etc.

Client

- Ensure a high degree of client engagement and satisfaction by maintaining high standards of conduct and service in the delivery of the proposition.
- Achieve good client outcomes through proper client profiling and ensuring that wealth managers follow model portfolios, house views, and product suitability and disclosure guidelines.
- Minimize instances of client complaints and ensure that complaints are resolved within defined turnaround times.




- Obtain and apply client insights to aid the enhancement of client experience and to improve the service delivery model.

Risk and Governance

- Comply with regulations and internal policies and procedures to ensure that the firm achieves the desired assurance, audit and regulatory review and rating.
- Contribute to systemization and platform strengthening to achieve scale and sustainability.
- Maintain the confidentiality of sensitive information.
- Manage financial, regulatory, and reputational risk for the firm and its clients prudently. People
- Foster teamwork and collaboration at all levels of the organization
- Spend time on knowledge enhancing initiatives and secure mandatory certifications and licenses, wherever applicable; adhere to the personal development plan.

People

- Foster teamwork and collaboration at all levels of the organization
- Spend time on knowledge enhancing initiatives and secure mandatory certifications and licenses, wherever applicable; adhere to the personal development plan.

📌 Sr Wealth/ Wealth Manager- Chennai, New Delhi, Kolkata, Ahmedabad, Bangalore, Mumbai (Bengaluru)
🏢 Talent Leads Consultants
📍 Bengaluru