- 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 solid client relationships and manage high-value portfolios.

- Qualifications & Education:

- - Graduate / Post Graduate

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

- Role: Wealth Manager,

Industry Type: NBFC,

Department: BFSI, Investments & Trading,

Employment Type: Full Time, Permanent

Role Category: Trading, Asset & Wealth Management

Education

UG: Any Graduate

Key Skills

Skills highlighted with ‘‘ are preferred keyskills

Wealth ManagementPortfolio ManagementB2C SalesInvestmentMutual Funds

Ultra HNIPMSAif

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