Senior Wealth Manager - UHNI & SME Segment

Key Responsibilities:

- Build and maintain strong, trust-based relationships with UHNI clients and SME promoters.

- Act as a trusted investment advisor, offering a full spectrum of financial products including:
Mutual Funds, PMS, AIFs, Structured Products, and more.

- Ensure client onboarding and servicing in close collaboration with product and operations teams.

- Adhere strictly to client suitability norms while recommending or referring products.

- Maintain a high level of market intelligence to guide client strategies and investment decisions.

- Manage and grow an existing book of 300 Cr+ AUM (excluding CASA).

- Drive new business acquisition and deepen wallet share through proactive cross-selling.

- Consistently deliver on asset and revenue targets.

- Maintain high standards of compliance, transparency, and ethical advisory practices.

Key Skills & Competencies:

- Deep understanding and hands-on experience in equity and wealth management products.

- Strong acumen in equity trading and financial markets.

- Commercially astute with mature negotiation and influencing skills.

- Entrepreneurial mindset with the ability to seize new business opportunities.

- Excellent communication, presentation, and interpersonal skills.

- Highly organized, self-motivated, and target-driven.

Preferred Background:

- Prior experience in wealth management, private banking, or investment advisory roles.

- Managed AUM of 300 Cr+ with a UHNI / SME client base.

- Educational background in Finance / MBA from a reputed institute (preferred).