Key Responsibilities
• Acquire, manage, and develop relationships with HNI and UHNI clients.
• Manage and grow a high-value wealth management portfolio.
• Drive revenue generation through investment products such as Mutual Funds, PMS, AIF, Bonds, Structured Products, and Insurance.
• Increase Assets Under Management (AUM) through recent client acquisition and existing client relationships.
• Understand clients' financial goals and recommend suitable wealth management solutions.
• Cross-sell and upsell investment products to maximize wallet share.
• Achieve business targets related to revenue, AUM, client acquisition, and portfolio growth.
• Build strong relationships with HNI/UHNI clients and provide excellent client servicing.
• Ensure compliance with regulatory guidelines and internal policies. Candidate Requirements
• 10+ years of experience in Wealth Management, Private Banking, or HNI/UHNI Relationship Management.
• Strong experience in handling HNI/UHNI clients and managing investment portfolios.
• In-depth knowledge of Mutual Funds, PMS, AIF, Bonds, and other wealth products.
• Proven track record in revenue generation, AUM growth, and client acquisition.
• Strong communication, relationship-building, and business development skills.
• Candidates from Banks, Wealth Management Firms, Broking Houses, or Financial Services companies preferred. Preferred Skills Wealth Management | HNI/UHNI Relationship Management | Private Banking | Investment Advisory | Portfolio Management | AUM Growth | Client Acquisition | Revenue Generation | Mutual Funds | PMS | AIF Qualification: Graduate / MBA preferred. NISM or relevant wealth management certifications will be an added advantage.
📌 AVP / Senior Manager – Wealth Management (Chennai)
🏢 Important Business
📍 Chennai
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