Senior Wealth Manager
Location
hyderabad, telangana
Job Type
Full-time
Category
Other-General
Posted
June 10, 2026
Locations: Hyderabad, Chennai, Bangalore
Functional Responsibilities / KPIs
Client Advisory & Portfolio Management
- Understand clients’ financial goals, risk appetite, time horizon through detailed discussions and portfolio deep-dives.
- Catering to the investment needs of clients by providing them research-based advice in Mutual Funds, Insurance, PMS, AIFs, Bonds, Equity, Structured Products, and other wealth offerings.
- Conduct regular portfolio analysis, review and create investment plans to ensure alignment with client objectives.
- Advise clients on suitable investment opportunities across asset classes and recommend appropriate product strategies.
Client Relationship Management
- Build, nurture, and manage long-term relationships with clients through regular meetings, portfolio...