Senior Wealth Manager

You are hiring for the position of Manager / Senior Manager - Wealth (AUM) in the locations of Delhi NCR, Bangalore, Hyderabad, Kolkata, Mumbai, Chennai on a Full-Time basis. As an ideal candidate, you should possess 8 to 14 years of experience in the Financial services / Insurance industry. You will be responsible for managing high-net-worth client portfolios ranging from 200-300 Cr AUM. Your role involves developing tailored financial strategies and delivering customized financial solutions to HNI clients. You will work closely with a dynamic team to optimize diversified portfolios and provide expert advisory on investments, retirement, tax, and estate planning. Key Responsibilities: - Manage and grow HNI relationships with tailored financial strategies - Construct and optimize diversified portfolios - Provide expert advisory on investments, retirement, tax, and estate planning - Drive AUM growth through new acquisitions and strong relationship management - Ensure compliance with regulatory and ethical standards To excel in this role, you should have: - Proven HNI client acquisition & retention skills - Experience in Mutual fund sales and Insurance sales - In-depth knowledge of financial markets and instruments - Excellent communication, client handling, and analytical abilities - Strong drive to achieve AUM and business targets If you are a passionate Wealth Manager with a strong track record in managing high-net-worth client portfolios and have the skills mentioned above, we encourage you to apply for this position and be a valuable asset to our team.,