Wealth Manager
Thrivehub Solutions LlpFixed
₹15,000 - ₹50,000
Average Incentives*
₹5,000
Earning Potential
₹55,000
Fixed
₹15,000 - ₹50,000
Average Incentives
₹5,000
Earning Potential
₹55,000
You can earn more incentive if you perform well
Work from Office
Full Time
Min. 3 years
Basic EnglishJob highlights
9 applicants
Job Description
Sundaram Finance is Hiring – Wealth Management📍 Location: Madurai
💰 CTC: Up to ₹14 LPA
1. Senior Wealth Manager – Mid-Level RMExperience: Relevant experience in Wealth Management / Financial Services
Key Responsibilities:
- Manage HNI/Affluent client portfolios and build long-term relationships.
- Provide investment advisory across Equity, Debt, Mutual Funds, PMS, Insurance & Structured Products.
- Drive AUM growth, revenue generation and new client acquisition.
- Conduct portfolio reviews and understand clients' financial goals and risk appetite.
- Leverage existing customer base such as CV/PV dealers & fleet owners for cross-selling wealth products.
Preferred: MBA/PG in Finance/Economics | NISM/AMFI/CFP preferred.
2. Wealth Manager – Junior RMExperience: Candidates with exposure to Wealth Management / Client Relationship / Financial Services
Key Responsibilities:
- Assist in managing affluent client relationships and portfolios.
- Support investment advisory across Equity, MF, Insurance, PMS & Structured Products.
- Identify prospects and support client acquisition and AUM growth.
- Assist in client onboarding, portfolio reviews and service requests.
- Leverage existing customer base for investment product opportunities.
Preferred: Graduate/MBA in Finance | NISM/AMFI preferred.
📩 Interested candidates can share their updated CV
Sylvia Saro Janaki
Senior Recruitment Executive | ThriveHub Solutions
📧 sylvia@thrivehubsolutions.com
📱 9360654952
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The candidate should have completed Graduate degree and people who have 3 to 31 years are eligible to apply for this job. You can apply for more jobs in Madurai to get hired quickly.
The candidate should have Basic English skills and sound communication skills for this job.
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