Walkin Interview Wealth Manager 22 Oct and 23 Oct Bangalore
Sundaram Finance · Not specified · onsite · Posted 7d ago
₹5.0L - ₹15.0L PA5–10 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
- Lead the management and growth of portfolio of clients by providing end-to-end wealth management services, including financial planning, investment advisory, and portfolio management.
- Provide comprehensive advice on various wealth management products, including AIFs, PMS, equity, debt, insurance, and alternative investments.
- Conduct regular client reviews, performance updates, and risk assessments to align portfolios with financial goals. Identify and pursue new business opportunities through an extensive client network, referrals, and strategic partnerships.
- Mentor and guide junior level wealth RMs by providing hands-on support, fostering their professional development, and ensuring seamless knowledge transfer
- Develop and execute client strategies to maximize wallet share, ensure client satisfaction, and achieve business growth.
- Leverage the group's existing customer base e.g., CV/PV dealers & fleet owners; develop investment solutions within this captive base to deepen client relations & expand AUM
- Graduate / Post Graduate
- Relevant certifications (NISM, AMFI, CFP) are highly preferred
Sourced from naukri
Skills
PMSAifUltra HniMutual FundsPortfolio ManagementWealth ManagementB2C SalesInvestment
About Sundaram Finance
Sundaram Finance
NBFC
5.1k+
employees
1954
72 years old
Chennai, Tamil Nadu
IN
₹5L PA avg
Avg at Sundaram Finance
₹5L – ₹15L PA
This role
About
Sundaram Finance is one of the leading NBFC that provides Fixed deposits, Car loan, Commercial Vehicle Loan, Construction Equipment Loan, Tractor loan, Farm Equipment Loan, Diesel loan, Tyre loan etc.
Industries
NBFCFinancial Services
Employee ratings
10 reviews
4.1/ 5
Culture
3.6
Career growth
2.6
Work-life
4.1
Employees rate it well for
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