Company Description Shriram Life Insurance focuses on providing affordable, high-quality insurance and financial solutions tailored to the needs of the average Indian. The organization is driven by a strong customer-centric approach and leverages technology-led innovation through digital platforms such as ShriMithra, Astra, ShriA, and the Smart Suraksha Card to deliver seamless service. With a significant portion of its business coming from rural areas, Shriram Life Insurance is committed to serving both rural and urban communities and extending financial security across the country.

The company is built on decades of trust, integrity, operational efficiency, and strong core values that guide its long-term relationships with customers and partners.

Role Description The Wealth Manager is responsible for providing comprehensive financial and investment advisory services to individual and institutional clients, with a focus on long-term wealth creation and protection. This full-time, on-site role based in Chennai involves assessing clients’ financial goals, developing customized financial plans, recommending suitable insurance and investment products, and monitoring portfolio performance.

The Wealth

Manager will conduct regular reviews with clients, explain complex financial concepts in accessible language, and ensure compliance with regulatory and internal policies.



The role also includes collaborating with internal teams, staying updated on market trends, and contributing to customer-centric initiatives that enhance client experience and retention.

Qualifications

- Candidates should possess strong skills in Financial Planning and Finance to analyze client needs and design suitable wealth solutions.
- Candidates should possess solid Investment Management and Investments skills to construct, manage, and review diversified portfolios.
- Candidates should possess expertise in Insurance to recommend appropriate protection products aligned with clients’ risk profiles.
- Candidates should have excellent communication and interpersonal skills to build trust, explain financial strategies clearly, and maintain long-term client relationships.
- Candidates should demonstrate analytical and problem-solving abilities, robust ethical standards, and attention to detail in all client interactions and documentation.
- Relevant academic background in Finance, Commerce, Economics, Business, or a related field is preferred; professional certifications (such as CFP or equivalent) are an added advantage.
- Prior experience in wealth management, financial advisory, or insurance-based financial planning, ideally within the Indian market, will be beneficial.

📌 Wealth Manager (Chennai)
🏢 Shriram Life Insurance
📍 Chennai