Wealth Manager

Sundaram Finance Limited; Hubli, Mangaluru; Sur place; INR 900 000 - 1 500 000; Plein temps

Résumé du poste

Sundaram Finance Limited is seeking an experienced Wealth Relationship Manager to oversee client relationships and provide personalized financial guidance. You will lead end-to-end wealth management, including financial planning, investment advisory, and portfolio management.

You will mentor junior RMs, develop client strategies to grow wallets, and leverage the dealership network to deepen client relations and AUM.

Responsabilités

• Lead the management and growth of portfolio of clients by providing end-to-end wealth management services.
• Provide comprehensive advice on wealth management products including AIFs, PMS, equity, debt, insurance, and alternative investments.
• Conduct regular client reviews, performance updates, and risk assessments to align portfolios with financial goals.
• Mentor and guide junior wealth RMs by providing hands-on support and knowledge transfer.
• Develop and execute client strategies to maximize wallet share and business growth.
• Leverage existing customer base (e.g., CV/PV dealers & fleet owners) to deepen client relations and expand AUM.

Description du poste

JOB DESCRIPTION

Oversee client relationships, providing personalized financial advice and wealth management services. Enhance client portfolios, ensure strategic alignment with financial goals, and coach junior team members to foster development and improve team performance.

Role and Responsibilities

• Lead the management and growth of portfolio of clients by providing end-to-end wealth management services, including financial planning, investment advisory, and portfolio management.
• Provide comprehensive advice on various wealth management products, including AIFs, PMS, equity, debt, insurance, and alternative investments.
• Conduct regular client reviews, performance updates, and risk assessments to align portfolios with financial goals. Identify and pursue new business opportunities through an extensive client network, referrals, and strategic partnerships.
• Mentor and guide junior level wealth RMs by providing hands‑on support, fostering their professional development, and ensuring seamless knowledge transfer
• Develop and execute client strategies to maximize wallet share, ensure client satisfaction, and achieve business growth.
• Leverage the group's existing customer base e.g., CV/PV dealers & fleet owners; develop investment solutions within this captive base to deepen client relations & expand AUM