Department - Wealth Channel

Designation: Manager - Affluent Client Relations

Years of Exp: 3 to 7 yrs

Roles

• Work closely with the branch team to reach out to high priority and affluent clients.
• Understand client needs and offer comprehensive wealth management solutions,
• including investments, insurance, PMS/AIF and structured products.
• Achieve AUM and revenue targets through cross-selling investment products to exiting clients
• Ensure high standards of client servicing and compliance with internal and regulatory guidelines.
• Keep updated on market trends, investment products, and global financial news.
• Proactively identify current business opportunities within existing and potential clients.
• Participate in marketing and client engagement events.

Key Skills amp; Competencies:

• Strong understanding of financial markets, investment products, and wealth
• management principles.
• Excellent communication, interpersonal, and relationship-building skills.
• Ability to identify client needs and provide customized solutions.




• Sales-driven with a focus on providing excellent customer service.

Qualifications

• Masters degree in Finance, Business Administration, Economics, or related field.
• CFA/CFP is an added advantage.
• Relevant certifications as per regulatory requirements (e.g., AMFI, IRDA, NISM, etc.).
• 3 to 7 years of experience in wealth management, private banking, or financial advisory roles.
• Track record of managing affluent/HNW client relationships and achieving sales targets.

Performance Metrics

• AUM (Assets Under Management) growth
• Revenue generation (investment income, insurance income, etc.)
• Client retention rate
• New client acquisition
• Compliance and risk adherence

Interested and Eligible candidates can share their CVs to the Email ID

Email Address: [email protected] Contact: (phone hidden)

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📌 Manager - Affluent Client Relations (Chennai)
🏢 Executive Search
📍 Chennai