Senior Manager/Senior Vice President/VP - Wealth Management

Key Responsibilities:

Client Advisory & Investment Solutions:

• Review clients' financial information and investment goals to provide tailored solutions in collaboration with the Research and Advisory team
• Align service delivery to ensure an enhanced client experience
• Conduct risk profiling for all mapped clients and recommend investment products based on their risk appetite

Business Development & Portfolio Growth:

• Track HNI/Ultra HNI segments for new client acquisition
• Formulate and implement outbound and inbound sales plans to increase client base and portfolio size
• Achieve growth in relationship value, revenue, and client stickiness
• Drive product-wise targets and cross-sell relevant wealth products based on client demographics, lifestyle, and risk profile

Market Research & Strategy:

• Monitor financial markets, investment opportunities, and market trends to align solutions with client portfolios
• Benchmark peers, review key initiatives, and provide market insights to improve performance

Reporting & Performance Management:

• Maintain daily/weekly sales reports, performance records, and forecasts
• Ensure timely review and discussion of MIS reports

Client Relationship Management:

• Build and maintain long-term relationships with clients
• Provide smooth, high-quality service delivery and address client needs proactively
• Maintain an external network to identify business opportunities

Compliance & Regulatory Adherence:

• Ensure all client interactions and product recommendations comply with regulatory requirements and organizational policies
• Promote adherence to diversity, equity, and inclusion principles in client management and team interactions

Preferred Qualifications & Experience:

• 5–15 years of experience in Investment Advisory or Wealth Management
• MBA, CA, or equivalent from a premium institute
• Relevant industry certifications (e.g., CFP, NISM)
• Strong knowledge of financial products, market trends, and regulatory requirements