Job description CSM

Client Solution Managers - Market Expansion, Investment Advisory & Financial planning

The position offers unparalleled scope for learning & immense growth in business development, financial planning & investment advisory for families and businesses from diverse backgrounds in India & abroad.

Key responsibilities
• Market Expansion by opening up doors to industrialists and families of Ultra HNIs
• Building and nourishing relationships with clients
• Understanding client needs and financial goals
• Providing them with appropriate investment solutions
• On-boarding prospective clients
• Client transaction handling
• Single Point of Contact for the client.
• Prompt client service and effective client engagement
• Providing them with risk management solutions
• Keep track, evaluate and monitor client positions & portfolio allocations
• Ensure productive process and timely & prompt service
• Interacting with communities,



prospecting clients & building on relationships

Educational Qualification & Experience

* Qualification: Graduate in Commerce, Finance, Economics, Business Administration or a related discipline. MBA/PGDM, CA, CMA, CFA, CFP or relevant NISM certifications will be an advantage.

* Experience: 2–7 years of relevant experience in Wealth Management, Private Banking, Investment Advisory, Financial Planning, Corporate Banking or Relationship Management. Experience in HNI/UHNI client acquisition and relationship management will be strongly preferred.

Locations: Chennai, Coimbatore & other cities of Southern India.

If you are interested, please write to us at [email protected] with the subject: “Resume - Client Solutions Manager”.

We are actively #hiring Know anyone who might be interested?

📌 CSM (Chennai)
🏢 Transformm with Sincere Syndication
📍 Chennai