Senior Wealth Manager

Job Title: Senior Wealth Manager : Role Purpose: The Senior Wealth Manager will be responsible for acquiring and managing High Net-worth and Ultra HNI clients, driving AUM growth, and delivering comprehensive wealth management solutions across investment and protection products. Locations: Chandigarh and Ludhiana. Key Responsibilities: Develop, manage, and expand a portfolio of HNI and Ultra-HNI clients.

Drive business development initiatives to grow AUM and expand client base in line with firm targets. Achieve business targets across Equity Trading (NSE/BSE), Demat accounts, and overall wealth revenue Drive sales of Fixed Income products including Corporate FDs, Bonds, and NCDs Promote and distribute Mutual Funds, PMS, AIF, Life Insurance, and Health Insurance solutions Design and implement strategic wealth plans aligned to clients’ financial goals, risk appetite, and lifecycle needs Conduct periodic portfolio reviews and rebalance strategies based on market conditions Ensure adherence to regulatory requirements, internal compliance, and risk management frameworks Collaborate with product, research, and leadership teams to deliver customized client solutions Represent the organization in key client meetings, networking events, and industry forums. Key Deliverables: AUM growth and revenue generation New HNI/UHNI client acquisition Cross-sell across wealth and protection products Client retention and relationship deepening Achievement of assigned KRAs and business targets Preferred Candidate Profile: Experience in Wealth Management / Private Banking / Broking Strong HNI client base and relationship management skills Good understanding of capital markets and investment products Strong communication, presentation, and negotiation skills Ability to work in a target-driven environment Experience: 6+ years in Wealth Management / Investment Advisory Role Type: Individual Contributor / Senior Relationship Role.