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 effective 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