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Senior Manager/Senior Vice President/VP - Wealth Management
Senior Manager/Senior Vice President/VP - Wealth ManagementConfidential • Mumbai
Senior Manager / Senior Vice President / VP - Wealth Management

Senior Manager / Senior Vice President / VP - Wealth Management

Confidential • Mumbai
21 days ago
Job description

Key Responsibilities :

Client Advisory & Investment Solutions :

  • Review clients' financial information and investment goals to provide tailored solutions in collaboration with the Research and Advisory team
  • Align service delivery to ensure an enhanced client experience
  • Conduct risk profiling for all mapped clients and recommend investment products based on their risk appetite

Business Development & Portfolio Growth :

  • Track HNI / Ultra HNI segments for new client acquisition
  • Formulate and implement outbound and inbound sales plans to increase client base and portfolio size
  • Achieve growth in relationship value, revenue, and client stickiness
  • Drive product-wise targets and cross-sell relevant wealth products based on client demographics, lifestyle, and risk profile

    • Market Research & Strategy :

  • Monitor financial markets, investment opportunities, and market trends to align solutions with client portfolios
  • Benchmark peers, review key initiatives, and provide market insights to improve performance

    • Reporting & Performance Management :

  • Maintain daily / weekly sales reports, performance records, and forecasts
  • Ensure timely review and discussion of MIS reports

    • Client Relationship Management :

  • Build and maintain long-term relationships with clients
  • Provide smooth, high-quality service delivery and address client needs proactively
  • Maintain an external network to identify business opportunities

    • Compliance & Regulatory Adherence :

  • Ensure all client interactions and product recommendations comply with regulatory requirements and organizational policies
  • Promote adherence to diversity, equity, and inclusion principles in client management and team interactions

    • Preferred Qualifications & Experience :

  • 5–15 years of experience in Investment Advisory or Wealth Management
  • MBA, CA, or equivalent from a premium institute
  • Relevant industry certifications (e.g., CFP, NISM)
  • Strong knowledge of financial products, market trends, and regulatory requirements

    • Skills Required

    Financial Modeling, investment strategies, Portfolio Management, Risk Assessment, Market Analysis, Client Relationship, Regulatory Compliance

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    Wealth Management • Mumbai

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