Wealth Manager

Location : Chennai

Industry : Wealth Management / Broking

Experience Required : 4 to 8 years

Team Size to Manage : 4–10 RMs

Role Overview

The Cluster Manager will lead a team of Relationship Managers and drive acquisition and servicing of HNI clients. The role involves growing AUM, strengthening client relationships and guiding the team on financial planning and investment strategies.

Key Responsibilities

• Manage and mentor a team of RMs to acquire and service HNI clients
• Grow AUM through new client acquisition and deepening existing relationships
• Support the team in portfolio reviews and investment advisory
• Track the local Affluent and Super Affluent market for new business
• Keep the team updated on market trends and available investment options
• Work with the central research team on client-specific investment decisions
• Participate in client events, workshops and business development activities

Required Experience & Background

Qualifications

Preferred

Not Eligible

For More Information :

Komal B. / HR Team

Phone / WhatsApp :