Sr Wealth Manager

Job Description (Wealth Sales) : 250 CR AUM only investment (MF / PMS / AIF)

• Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients.
• Understand clients’ financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions.
• Conduct regular portfolio reviews and recommend adjustments based on market conditions and client needs.
• Work closely with internal product specialists (investment advisors, insurance experts, etc.) to deliver comprehensive financial solutions.
• Proactively identify new business opportunities through referrals, networking, and cross-selling.
• Stay updated on market trends, financial products, and regulatory changes to provide up-to-date advice.
• Ensure compliance with regulatory and internal risk management policies.
• Prepare and present periodic performance reports to clients.
• Achieve sales and revenue targets as set by the business.