Wealth Manager

Role: Relationship Manager Wealth.

Location: #Chennai #Tamilnadu.

Responsibilities:

- Acquire & manage HNI clients, ensuring seamless service delivery.

- Conduct client profiling to offer Debt, Equity, MF, Structured & Real Estate products.

- Manage & analyze client portfolios for performance and profitability.

- Drive cross-selling, deepen relationships, and enhance share of wallet.

- Support marketing plans and acquisition initiatives in corporate/HNI space.

Qualifications:

- MBA / PGDBA / PGPM or equivalent.

- AMFI / NISM certified (mandatory), IRDA (preferred).

Skills:

- Wealth Management & Financial Markets Knowledge.

- Client Acquisition & Relationship Management.

- Portfolio Analysis & Management.

- Business Development & Cross-Selling.