Company Overview – NJ Macson NJ Macson, headquartered in Chennai, has been a trusted financial advisory partner for over a decade. Led by a team of seasoned bankers, accountants, and financial experts, we specialize in Corporate Finance, Legal Services, Auditing, Investment Banking, Insurance, and Private Wealth Management. Our Family Office services are tailored to manage the assets, legacy, and aspirations of our clients while prioritizing confidentiality, financial wellness, and long-term growth. We pride ourselves on delivering unbiased, high-return investment solutions tailored to the unique needs of HNI and UHNI clients. Position: VP / AVP / Manager – PCG (Private Client Group) Advisory Location: Chennai (On-site) Employment Type: Full-Time As a Senior Wealth Manager at the Assistant Vice President (AVP) level, you will serve as a trusted advisor to high-net-worth individuals, families, and institutional clients. You will lead the design and implementation of customized financial strategies, provide ongoing portfolio oversight, and build lasting client relationships. This leadership role combines expert financial planning with business development and team collaboration. Key Responsibilities: Act as the primary relationship manager for a portfolio of high-net-worth clients, typically with assets under management (AUM) exceeding INR 100CR. Deliver holistic wealth management solutions, including investment strategy, tax optimization, estate planning, and risk management. Lead client onboarding, discovery, and financial goal-setting meetings with professionalism and discretion. Analyze and monitor investment portfolios to ensure alignment with client objectives and market conditions. Collaborate with in-house and third-party specialists (e.g., tax, legal, insurance) to coordinate integrated financial solutions. Maintain high compliance and fiduciary standards in line with regulatory requirements and internal policies. Mentor junior team members and contribute to internal training and development initiatives. Contribute to business development through networking, client referrals, and participation in firm-sponsored events. Required Qualifications & Skills: Graduate/Postgraduate degree in Finance, Economics, Business Administration, or related field. Minimum 8 years of experience in Wealth Management or Private Banking, with proven expertise managing HNI/UHNI clients. In-depth knowledge of investment products such as MF, PMS, AIFs, LAS, Insurance, and structured products. Strong sales orientation with a track record of meeting or exceeding revenue targets. Exceptional interpersonal, communication, negotiation, and presentation skills. Ability to work independently and collaboratively in a dynamic, performance-driven environment. Certifications such as AMFI, NISM are preferred. What We Offer: Access to a wide portfolio of financial products and wealth solutions. Clear, performance-based growth and incentive structure. Tailored career development and learning opportunities. Show more Show less

Company Overview – NJ Macson NJ Macson, headquartered in Chennai, has been a trusted financial advisory partner for over a decade. Led by a team of seasoned bankers, accountants, and financial experts, we specialize in Corporate Finance, Legal Services, Auditing, Investment Banking, Insurance, and Private Wealth Management. Our Family Office services are tailored to manage the assets, legacy, and aspirations of our clients while prioritizing confidentiality, financial wellness, and long-term growth. We pride ourselves on delivering unbiased, high-return investment solutions tailored to the unique needs of HNI and UHNI clients. Key Responsibilities: Identify and generate leads via field visits, cold calls, referrals, and market outreach. Lead, manage, and motivate a team of front-line sales representatives to achieve sales targets and expand our customer base. Conduct client meetings to assess financial requirements and recommend appropriate General insurance/Health Insurance solutions. Present policy features, benefits, and premium options clearly; address customer queries effectively. Achieve defined monthly and quarterly sales targets, contributing to branch and organizational growth. Build and nurture long-term customer relationships to ensure high satisfaction and policy renewals. Coordinate with internal stakeholders including branch staff, underwriting, and operations for seamless policy processing. Represent the company at promotional events, roadshows, and client engagement activities. Maintain accurate and timely records of leads, customer interactions, and sales data using CRM tools or reporting formats. Keep abreast of industry trends, competitor offerings, and regulatory changes impacting insurance sales. Required Skills & Competencies: Minimum 2 years of experience in field sales, preferably in life insurance, financial services, or similar sectors. Strong communication, interpersonal, and negotiation skills. Target-driven, self-motivated, and capable of working independently in a dynamic environment. Sound understanding of insurance products, customer profiling, and regulatory norms. Willingness to travel extensively for client meetings and sales activities. Proficiency in basic computer applications and CRM/reporting tools. Qualifications: Bachelor’s degree in any discipline (Graduation is mandatory). IRDAI License preferred (must be obtained after joining if not already held). Candidates with experience in agency , banca , or direct sales channels in insurance will be given preference. Show more Show less

Company Overview – NJ Macson NJ Macson, headquartered in Chennai, has been a trusted financial advisory partner for over a decade. Led by a team of seasoned bankers, accountants, and financial experts, we specialize in Corporate Finance, Legal Services, Auditing, Investment Banking, Insurance, and Private Wealth Management. Our Family Office services are tailored to manage the assets, legacy, and aspirations of our clients while prioritizing confidentiality, financial wellness, and long-term growth. We pride ourselves on delivering unbiased, high-return investment solutions tailored to the unique needs of HNI and UHNI clients. Position: AVP Manager – PCG (Private Client Group) Advisory Location: Chennai (On-site) Employment Type: Full-Time As a Senior Wealth Manager at the Assistant Vice President (AVP) level, you will serve as a trusted advisor to high-net-worth individuals, families, and institutional clients. You will lead the design and implementation of customized financial strategies, provide ongoing portfolio oversight, and build lasting client relationships. This leadership role combines expert financial planning with business development and team collaboration. Key Responsibilities: Act as the primary relationship manager for a portfolio of high-net-worth clients. Deliver holistic wealth management solutions, including investment strategy, tax optimization, estate planning, and risk management. Lead client onboarding, discovery, and financial goal-setting meetings with professionalism and discretion. Analyze and monitor investment portfolios to ensure alignment with client objectives and market conditions. Collaborate with in-house and third-party specialists (e.g., tax, legal, insurance) to coordinate integrated financial solutions. Maintain high compliance and fiduciary standards in line with regulatory requirements and internal policies. Mentor junior team members and contribute to internal training and development initiatives. Contribute to business development through networking, client referrals, and participation in firm-sponsored events. Required Qualifications & Skills: Graduate/Postgraduate degree in Finance, Economics, Business Administration, or related field. Assets under management (AUM) exceeding INR 100CR. Minimum 6 years of experience in Wealth Management or Private Banking, with proven expertise managing HNI/UHNI clients. In-depth knowledge of investment products such as MF, PMS, AIFs, LAS, Insurance, and structured products. Strong sales orientation with a track record of meeting or exceeding revenue targets. Exceptional interpersonal, communication, negotiation, and presentation skills. Ability to work independently and collaboratively in a dynamic, performance-driven environment. What We Offer: Access to a wide portfolio of financial products and wealth solutions. Clear, performance-based growth and incentive structure. Tailored career development and learning opportunities.