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Wealth Manager- Chennai

Fresher   Chennai   07 Jul, 2026
Talent Leads HR Solutions Pvt Ltd
Job LocationChennai
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Description:Financial
    • To contribute to the achievement of the financial targets and business composition goals of the firm
    • Identify and build high-quality client relationships within the target segment through networking measures and by cultivating existing relationships that yield meaningful referrals.
    • Adopt efficient pricing and cost-control measures to ensure profitable client relationships.
    • Undertake initiatives to drive increase in shared of wallet of existing relationships.
    • Support marketing initiatives e.g. special campaigns, events, presentations etc.
    Client
    • Ensure a high degree of client engagement and satisfaction by maintaining high standards of conduct and service in the delivery of the proposition.
    • Achieve good client outcomes through proper client profiling and ensuring that wealth managers follow model portfolios, house views, and product suitability and disclosure guidelines.
    • Minimize instances of client complaints and ensure that complaints are resolved within defined turnaround times.
    • Obtain and apply client insights to aid the enhancement of client experience and to improve the service delivery model.

Keyskills :
wealthinvestment advisory

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