Sundaram Finance is Hiring – Wealth Management? Location: Madurai ? CTC: Up to ₹14 LPA 1.

Senior Wealth

Manager – Mid-Level RM Experience: 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 RM Experience:



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