Senior Career Consultant at Team Lease Limited
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Senior Wealth Manager - NBFC (7-12 yrs)
Looking for a Senior Wealth Managers in Chennai for a leading financial firm.
Designation: Relationship Manager
Grade: M 3, AVP 1, AVP 2.
Salary details:
M3 - 18 L
AVP 1- 25 L
AVP 2 - 35 L
Responsibilities:
To cater to the needs of the Private Banking clients of the branch.
Managing the portfolio of the clients through investments into varied third party product offerings like Mutual Funds, Insurance, Fixed Deposits, and Gold.
Adding value to the clients portfolio by offering products like Private Equity, Commercial Real Estate and customized Portfolio Management Services.
To offer a comprehensive portfolio advisory service along with the banking needs to the wealth clients of all branches and manage their portfolios through a varied product offering of Non-Discretionary Portfolio Management Service (Direct Equity, Mutual Funds, Insurance, Gold, Debt Products)
To manage and track the portfolios regularly to constantly give feedback to clients and appraise them on the market developments.
To set up the client base through a proactive referral system from within the branches and also look at expanding the base.
Salary: INR 20,00,000 - 35,00,000 P.A.
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