Sundaram Finance is Hiring – Wealth Management? Location: Madurai

? CTC: Up to ₹14 LPA

1. Senior Wealth Manager – Mid-Level RMExperience: Relevant experience in Wealth Management / Financial Services

Key Responsibilities:

- Manage HNI/Affluent client portfolios and build long-term relationships.
- Provide investment advisory across Equity, Debt, Mutual Funds, PMS, Insurance & Structured Products.
- Drive AUM growth, revenue generation and recent client acquisition.
- Conduct portfolio reviews and understand clients' financial goals and risk appetite.
- Leverage existing customer base such as CV/PV dealers & fleet owners for cross-selling wealth products.

Preferred: MBA/PG in Finance/Economics | NISM/AMFI/CFP preferred.

2. Wealth Manager – Junior RMExperience: Candidates with exposure to Wealth Management / Client Relationship / Financial Services





Key Responsibilities:

- Assist in managing affluent client relationships and portfolios.
- Support investment advisory across Equity, MF, Insurance, PMS & Structured Products.
- Identify prospects and support client acquisition and AUM growth.
- Assist in client onboarding, portfolio reviews and service requests.
- Leverage existing customer base for investment product opportunities.

Preferred: Graduate/MBA in Finance | NISM/AMFI preferred.

? Interested candidates can share their updated CV

Sylvia Saro Janaki

Senior Recruitment Executive | ThriveHub Solutions

? [email protected]

? (phone hidden)

📌 Wealth Manager (Madurai)
🏢 Thrivehub Solutions
📍 Madurai