- Role & responsibilities
- Lead the management and growth of portfolio of clients by providing end-to-end wealth management services, including financial planning, investment advisory, and portfolio management.
- Provide comprehensive advice on various wealth management products, including AIFs, PMS, equity, debt, insurance, and alternative investments.
- Conduct regular client reviews, performance updates, and risk assessments to align portfolios with financial goals. Identify and pursue new business opportunities through an extensive client network, referrals, and strategic partnerships.
- Mentor and guide junior level wealth RMs by providing hands-on support, fostering their professional development, and ensuring seamless knowledge transfer
- Develop and execute client strategies to maximize wallet share,



ensure client satisfaction, and achieve business growth.
- Leverage the group's existing customer base e.g., CV/PV dealers & fleet owners; develop investment solutions within this captive base to deepen client relations & expand AUM

- Preferred candidate profile
- 5+ years of experience in wealth management or private banking with experience of serving UHNI / HNI clients.
- Demonstrated ability to build and maintain robust client relationships and manage high-value portfolios.
- Qualifications & Education:

- Graduate / Post Graduate
- Relevant certifications (NISM, AMFI, CFP) are highly preferred

📌 Walkin Interview Wealth Manager 22 Oct and 23 Oct Bangalore (Bengaluru)
🏢 Sundaram Finance
📍 Bengaluru