Sr. Manager / Chief Manager / AVP - Wealth Management

7 - 12 years

5 - 13 Lacs

Posted:2 days ago| Platform: Naukri logo

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Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

  • Provide tailored investment solutions
  • Follow up and share market insights
  • Expand client base via networking & referrals
  • Review and rebalance client portfolios
  • Cross-sell and upsell wealth products
  • Share updates on schemes and investments
  • Coordinate with marketing and product teams

Preferred candidate profile

  • Strong interpersonal & networking skills
  • Excellent communication & presentation
  • Professional client handling
  • Strong financial & analytical ability
  • Compliance-driven under pressure
  • Target-oriented & profitability focused

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