07 Nov
|
Sundaram Finance
|
Chennai
07 Nov
Sundaram Finance
Chennai
Role and Responsibilities
Manages portfolio of clients, providing comprehensive financial planning and investment advisory services.
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 recent clients through referrals and networking, while addressing clients' broader financial requirements (lending, insurance) by leveraging group expertise
📌 Wealth Manager Chennai
🏢 Sundaram Finance
📍 Chennai