Wealth Manager/ Senior Wealth Manager
Sundaram Finance — Mumbai, MUMBAI
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Job Description
Designation: Wealth Manager/Senior Wealth Manager
Experience: 2 to 12 Years
Reports
to: Regional Head
/ Head of Wealth
Main
Result Areas:
- Proactively
engage with clients to assess their financial goals, risk appetite, and
investment preferences.
- Offer
tailored investment solutions spanning asset classes, such as equity, debt, MF,
PMS, insurance, and structured products
- Conduct
regular portfolio reviews and performance updates to secure alignment with
client organisation objectives.
- Support
senior managers in executing expansion strategies and achieving revenue targets.
- Draw on
the group's existing customer base e.g., CV/PV dealers & fleet owners;
shape investment solutions within this captive base to deepen customer
relations & expand AUM.
- Drive
business development by acquiring new client organisations through referrals and networking,
while addressing customers' broader financial expectations (lending, insurance)
by making use of group expertise.
Main Performance
Indicators
- Drive
AUM development and maximize revenue from client organisation portfolios
- Sustain
robust client organisation retention, solid satisfaction scores, and foster customer referrals
- Support in executing business development plans by
meeting and client acquisition targets set as part of the overall strategy
- Act
as the primary relationship holder, addressing client organisations' holistic financial
management needs—such as investments, lending, and insurance—by drawing on
subject matter experts from the group
- Support
team efforts and contribute to overall organizational objectives
Grasp,
Capabilities & Experience
·
Postgraduate degree in Finance, Economics, or
related fields (e.g., MBA
·
Relevant certifications (NISM, AMFI, CFP) are
highly preferred
·
Proficiency in financial analysis, portfolio
management, and advisory services
·
Good understanding of regulatory expectations
and market dynamics
Soft Abilities:
·
Solid communication, negotiation, and
relationship management competencies
·
Capability to work independently and
collaboratively within a team
This Wealth Manager/ Senior Wealth Manager vacancy is based in Ahmedabad.
Frequently Asked Questions
What are the eligibility criteria for the Wealth Manager/ Senior Wealth Manager job at Sundaram Finance?
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 2-12 Years years of relevant experience expected for this role.
What are the primary responsibilities of a Wealth Manager/ Senior Wealth Manager at Sundaram Finance?
The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a Wealth Manager/ Senior Wealth Manager at Sundaram Finance.
Is prior experience required for this position?
This role requires around 2-12 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.
What skills are important for this role?
Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.
How do I apply for the Wealth Manager/ Senior Wealth Manager role at Sundaram Finance?
You can apply directly using the Apply Now button on this page, which will take you to Sundaram Finance's application process for this role.
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