Designation: Wealth Manager/Senior Wealth Manager

Experience: 2 to 12 Years

Reports to: Regional Head / Head of Wealth

Key Result Areas:

- Proactively engage with clients to assess their financial goals, risk appetite, and investment preferences.
- Offer tailored investment solutions across asset classes, including equity, debt, MF, PMS, insurance, and structured products
- Conduct regular portfolio reviews and performance updates to ensure alignment with client objectives.
- Support senior managers in executing growth strategies and achieving revenue targets.
- 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.
- Drive business growth by acquiring new clients through referrals and networking, while addressing clients' broader financial requirements (lending, insurance) by leveraging group expertise.

Key Performance Indicators

- Drive AUM growth and maximize revenue from client portfolios
- Maintain strong client retention, solid satisfaction scores,



and foster client referrals
- Support in executing business development plans by meeting and client acquisition targets set as part of the overall strategy
- Act as the primary relationship holder, addressing clients' holistic financial management needs—including investments, lending, and insurance—by leveraging subject matter experts from the group
- Support team efforts and contribute to overall organizational objectives

Knowledge, Skills & Experience

· Postgraduate degree in Finance, Economics, or related fields (e.g., MBA

· Relevant certifications (NISM, AMFI, CFP) are highly preferred

· Proficiency in financial analysis, portfolio management, and advisory services

· Good understanding of regulatory requirements and market dynamics

Soft Skills:

· Solid communication, negotiation, and relationship management skills

· Ability to work independently and collaboratively within a team

📌 Wealth Services (Gujarat)
🏢 Sundaram Finance
📍 Gujarat