AVP / Senior Manager – Wealth Management

Confidential; Chennai; Sur place; INR 3 500 000 - 7 000 000; Plein temps

Résumé du poste

Confidential in Chennai is seeking an AVP / Senior Manager – Wealth Relationship Manager to lead relationships with HNI/UHNI clients and drive portfolio growth.

You will manage a high-value wealth book, advise on investments (Mutual Funds, PMS, AIF, Bonds, Structured Products, Insurance), and work to increase AUM while ensuring compliant, best-in-class client servicing.

Qualifications

• 10+ years of experience in Wealth Management, Private Banking, or HNI/UHNI Relationships.
• Strong experience in handling HNI/UHNI clients and managing investment portfolios.
• In-depth knowledge of wealth products and revenue generation.

Responsabilités

• Acquire, manage, and develop relationships with HNI and UHNI clients.
• Manage and grow a high-value wealth management portfolio.
• Drive revenue generation through investment products such as Mutual Funds, PMS, AIF, Bonds, Structured Products, and Insurance.
• Increase AUM through new client acquisition and existing client relationships.
• Understand clients' financial goals and recommend suitable wealth management solutions.
• Cross-sell and upsell investment products to maximize wallet share.
• Achieve business targets related to revenue, AUM, client acquisition, and portfolio growth.
• Build strong relationships with HNI/UHNI clients and provide excellent client servicing.
• Ensure compliance with regulatory guidelines and internal policies.

Connaissances

Wealth Management

HNI/UHNI Relationship Management

Private Banking

Investment Advisory

Portfolio Management

AUM Growth

Client Acquisition

Revenue Generation

Mutual Funds

PMS

AIF

Formation

Graduate / MBA

NISM certification

Description du poste

Position: AVP / Senior Manager – Wealth Relationship Manager

Experience: 10+ Years

Key Responsibilities

• Acquire, manage, and develop relationships with HNI and UHNI clients.
• Manage and grow a high-value wealth management portfolio.
• Drive revenue generation through investment products such as Mutual Funds, PMS, AIF, Bonds, Structured Products, and Insurance.
• Increase Assets Under Management (AUM) through new client acquisition and existing client relationships.
• Understand clients' financial goals and recommend suitable wealth management solutions.
• Cross-sell and upsell investment products to maximize wallet share.
• Achieve business targets related to revenue, AUM, client acquisition, and portfolio growth.
• Build strong relationships with HNI/UHNI clients and provide excellent client servicing.
• Ensure compliance with regulatory guidelines and internal policies.

Candidate Requirements

• 10+ years of experience in Wealth Management, Private Banking, or HNI/UHNI Relationship Management.
• Strong experience in handling HNI/UHNI clients and managing investment portfolios.
• In-depth knowledge of Mutual Funds, PMS, AIF, Bonds, and other wealth products.
• Proven track record in revenue generation, AUM growth, and client acquisition.
• Strong communication, relationship-building, and business development skills.
• Candidates from Banks, Wealth Management Firms, Broking Houses, or Financial Services companies preferred.

Preferred Skills

Wealth Management | HNI/UHNI Relationship Management | Private Banking | Investment Advisory | Portfolio Management | AUM Growth | Client Acquisition | Revenue Generation | Mutual Funds | PMS | AIF

Qualification: Graduate / MBA preferred. NISM or relevant wealth management certifications will be an added advantage.