Sr. Manager / Chief Manager / AVP - Wealth Management

Profex Tech

7 - 12 years

15 - 20 Lacs

hyderabad chennai

Posted:1 day ago| Platform:

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Skills Required

wealth management retirement planning upsell portfolio management mutual funds cross selling client acquisition hni clients ultra hni clients aum growth insurance advisory estate planning pms client retention aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Summary:

Sr. Manager / Chief Manager / AVP Wealth Management

Key Responsibilities:

Understand client requirements and provide tailored investment solutions.
Conduct regular follow-ups with leads and share relevant market updates and insights.
Expand the client base through networking, referrals, and market outreach to grow AUM.
Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals.
Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities.
Share updates on schemes, research papers, and investment products with clients.
Coordinate and execute marketing initiatives with the regional marketing and product teams.

Must-Have Skills:

Strong interpersonal, networking, and relationship-building skills.
Excellent communication and listening abilities with the knack for simplifying complex financial concepts.
Professional demeanor with confidence in client interactions and presentations.
Sound financial and analytical skills to understand and address client financial goals.
Ability to work under pressure and remain compliant with internal processes and regulatory norms.
Target-oriented with a keen eye for opportunities to increase profitability.
Strong documentation and compliance adherence capabilities.

Desired Candidate Profile:

Experience:
7–12 years in Wealth Management, Financial Planning, and Investment Advisory.
Certifications:
Possession of relevant certifications (e.g., NISM, CFP) is preferred.
Product Knowledge:
In-depth exposure to Mutual Funds, PMS, AIFs, Insurance, FDs, etc.
Track Record:
Proven success in AUM acquisition and relationship management.
Minimum AUM Handled:
30 Cr

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