Wealth Manager
Sundaram Finance · Chennai · onsite · Posted 16d ago
Undisclosed5–10 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Role and Responsibilities
- Manages portfolio of clients, providing comprehensive financial planning and investment advisory services.
- Proactively engage with clients to assess their financial goals, risk appetite, and investment preferences.
- Offer tailored investment solutions across asset classes, including equity, debt, MF, PMS, insurance, and structured products.
- Conduct regular portfolio reviews and performance updates to ensure alignment with client objectives.
- Support senior managers in executing growth strategies and achieving revenue targets.
- 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
- Drive business growth by acquiring new clients through referrals and networking, while addressing clients' broader financial requirements (lending, insurance) by leveraging group expertise
Sourced from naukri
Skills
growth strategiesStructured ProductsDebtPMSLendingPVComputer NetworksWealth ManagementInvestment AdvisoryEquityFinancial Planning
About Sundaram Finance
Sundaram Finance
NBFC
5.1k+
employees
1954
72 years old
Chennai, Tamil Nadu
IN
₹5L PA avg
Avg at Sundaram Finance
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
Job Security43Company Culture41
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