Senior Wealth Manager

Job Title: Senior Wealth Manager : Role Purpose: The Senior Wealth Manager will be responsible for acquiring and managing High Net-worth and Ultra HNI clients, driving AUM growth, and delivering comprehensive wealth management solutions across investment and protection products.

Key Responsibilities:

• Develop, manage, and expand a portfolio of HNI and Ultra-HNI clients.
• Drive business development initiatives to grow AUM and expand client base in line with firm targets.
• Achieve business targets across Equity Trading (NSE/BSE), Demat accounts, and overall wealth revenue
• Drive sales of Fixed Income products including Corporate FDs, Bonds, and NCDs
• Promote and distribute Mutual Funds, PMS, AIF, Life Insurance, and Health Insurance solutions
• Design and implement strategic wealth plans aligned to clients’ financial goals, risk appetite, and lifecycle needs
• Conduct peri...

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