Wealth Manager

Key Responsibilities:

* Manage and grow client portfolios across insurance, stocks & shares, financial instruments, and loan products.

* Provide end-to-end wealth management solutions aligned with clients’ financial goals and risk profiles.

* Advise clients on investment opportunities, asset allocation, and portfolio rebalancing.

* Build and maintain strong long-term relationships with HNI and retail clients.

* Analyze market trends, financial products, and economic developments to provide informed recommendations.

* Cross-sell and up-sell relevant financial products including insurance, mutual funds, equities, and loans.

* Ensure compliance with regulatory norms and internal company policies.

* Achieve revenue and target-based performance metrics as defined by the organization.