Sr. Manager/ Chief Manager/ AVP- Wealth Management

Profex Tech

7 - 12 years

15 - 25 Lacs

chennai bengaluru mumbai (all areas)

Posted:-1 days ago| Platform:

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Skills Required

upselling & cross-selling investment products client acquisition & aum growth via referrals aum generation sharing market updates & research insights mutual funds strong relationship-building skills timely portfolio reviews insurance pms fd aif client handling

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Develop customized financial solutions based on client requirements and long-term financial goals
Conduct regular and timely follow-ups with prospective clients and keep them engaged via relevant news, articles, and updates.
Expand client base by acquiring new clients through networking, referrals, and relationship-building strategies.
Drive AUM growth by maintaining and deepening relationships with existing investors.
Periodically review and rebalance portfolios in line with market trends and client objectives.
Upsell and cross-sell wealth products such as Mutual Funds, PMS, AIFs, FDs, and Insurance.
Share market insights, research papers, and product updates with clients to support informed investment decisions.
Coordinate marketing and engagement activities with internal product and regional marketing teams.
Ensure all operations follow regulatory compliance, documentation, and internal control guidelines

Preferred candidate profile

Experience:
7-12 years in
Wealth Management, Financial Planning, or Investment Advisory
Certifications:
AMFI / NISM certifications preferred (not mandatory but an added advantage)
Product Knowledge:
Hands-on experience with
Mutual Funds, PMS, AIFs, Insurance, Fixed Deposits
, and other wealth instruments
Track Record:
Proven ability to
generate and manage a minimum AUM of 30 Cr
Client Handling:
Strong relationship management skills with exposure to HNI/UHNI client servicing
Communication:
Excellent communication and presentation skills; ability to simplify financial concepts
Mindset:
Target-oriented, analytical, and emotionally stable under pressure
Compliance:
Familiar with documentation, regulatory norms, and internal process adherence

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