Chief Manager

Hiring: Sr Manager / Chief Manager / AVP Wealth Management

Key Responsibilities:

• Develop and provide client solutions based on individual requirements
• Conduct regular follow-ups with leads and share updates/news articles
• Expand client base through new clients and referrals, building AUM
• Initiate timely portfolio reviews for existing investors
• Upsell and cross-sell products, keeping clients updated on market trends
• Share research papers, scheme updates, and other relevant information with clients
• Conduct marketing activities in coordination with regional and product teams

Must-Have Skills:

• Strong relationship-building and social skills
• Excellent communication and ability to simplify complex information
• Confident and professional presentation in client meetings
• Analytical skills with strong logical and numerical ability
• Ability to handle stress, achieve targets, and identify profit opportunities
• Adherence to compliance and procedural guidelines

Desired Candidate Profile:

• 7–12 years of experience in Wealth Management, Financial Planning, or Investment Advisory
• Exposure across Insurance, FD, Mutual Funds, PMS, AIF, etc.
• Proven track record of AUM generation (minimum 30 Cr)
• Relevant certifications are an advantage