Senior Wealth Manager

Company Description

Dalmia Wealth is one of Indias largest Mutual Fund Distribution Companies, known for its client-first philosophy and exceptional customer service. The company has earned the trust and loyalty of its clients by providing responsive and reliable financial solutions. With a focus on tailored investment strategies, Dalmia Wealth helps clients achieve their financial goals efficiently. Join a trusted organization committed to excellence in wealth management and client satisfaction.

Role Description

This is a full-time on-site role for a Senior Wealth Manager based in Mumbai. The Senior Wealth Manager will be responsible for providing financial planning and investment management services to high-net-worth individuals and other clients. This role goes beyond the tradional RM role allowing you flexibility while leveraging the brand and build a wealth management practice.

Key Responsibilities:

• Build and manage a portfolio of HNI and retail clients
• Provide solutions across all products.
• Grow Assets Under Management (AUM) through client acquisition and relationship management
• Develop long term client relationships and provide investment guidance.

Qualifications/Eligibility

• Minimum 3 years of experience in Wealth Management/Relationship Management
• Comprehensive understanding of Investments and Finance
• Knowledge of Insurance and risk management solutions
• Excellent client relationship management and communication skill