Wealth Services
Sundaram Finance — Coimbatore, COIMBATORE
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Job Description
Designation: Wealth Manager/Senior Wealth Manager
Experience: 2 to 12 Years
Reports
to: Regional Head
/ Head of Wealth
Key
Result Areas:
- Proactively
engage with clients to assess their financial goals, risk appetite, and
investment preferences.
- Offer
tailored investment solutions across asset classes, including equity, debt, MF,
PMS, insurance, and structured products
- Conduct
regular portfolio reviews and performance updates to ensure alignment with
client objectives.
- Support
senior managers in executing growth strategies and achieving revenue targets.
- Leverage
the group's existing customer base e.g., CV/PV dealers & fleet owners;
develop investment solutions within this captive base to deepen client
relations & expand AUM.
- Drive
business growth by acquiring new clients through referrals and networking,
while addressing clients' broader financial requirements (lending, insurance)
by leveraging group expertise.
Key Performance
Indicators
- Drive
AUM growth and maximize revenue from client portfolios
- Maintain
strong client retention, solid satisfaction scores, and foster client 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 clients' holistic financial
management needs—including investments, lending, and insurance—by leveraging
subject matter experts from the group
- Support
team efforts and contribute to overall organizational objectives
Knowledge,
Skills & 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 requirements
and market dynamics
Soft Skills:
·
Strong communication, negotiation, and
relationship management skills
·
Ability to work independently and
collaboratively within a team
Frequently Asked Questions
What are the eligibility criteria for the Wealth Services 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 Services 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 Services 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 Services 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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