Wealth ManagerTekPillar® • Alappuzha, IN

No longer accepting applications

Wealth Manager

TekPillar® • Alappuzha, IN

30+ days ago

Job description

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

Minimum 4–5 years in HNI Sales, Wealth Management or PCG Broking

Must have handled clients with 25 Lakhs+ investment capability

Previous team handling experience of at least 4 people

Strong stability in career (2–3 years average tenure per company)

Local market knowledge is mandatory

Should have earned incentives in past roles

Must be comfortable with field activity and individual contribution

Qualifications

Graduate or Postgraduate in Finance or Marketing

Certifications like CFP add advantage

Preferred

Candidates from HNI Broking / PCG Desk / Private Banking setups

Strong understanding of financial markets and investment products

Not Eligible

Retail sales, telecalling, franchisee or online-only sales experience

Candidates interviewed and rejected earlier

For More Information :

Komal B. / HR Team

Phone / WhatsApp : +91 93289 59079

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Wealth Manager • Alappuzha, IN

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