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.