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Senior Manager/Senior Vice President/VP - Wealth Management

4s Advisory
Mumbai
5-10 Years
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Job Description

Key Responsibilities:

Client Advisory & Investment Solutions:

  • Review clients financial information and investment goals to provide tailored solutions in collaboration with the Research and Advisory team
  • Align service delivery to ensure an enhanced client experience
  • Conduct risk profiling for all mapped clients and recommend investment products based on their risk appetite

Business Development & Portfolio Growth:

  • Track HNI/Ultra HNI segments for new client acquisition
  • Formulate and implement outbound and inbound sales plans to increase client base and portfolio size
  • Achieve growth in relationship value, revenue, and client stickiness
  • Drive product-wise targets and cross-sell relevant wealth products based on client demographics, lifestyle, and risk profile

Market Research & Strategy:

  • Monitor financial markets, investment opportunities, and market trends to align solutions with client portfolios
  • Benchmark peers, review key initiatives, and provide market insights to improve performance

Reporting & Performance Management:

  • Maintain daily/weekly sales reports, performance records, and forecasts
  • Ensure timely review and discussion of MIS reports

Client Relationship Management:

  • Build and maintain long-term relationships with clients
  • Provide smooth, high-quality service delivery and address client needs proactively
  • Maintain an external network to identify business opportunities

Compliance & Regulatory Adherence:

  • Ensure all client interactions and product recommendations comply with regulatory requirements and organizational policies
  • Promote adherence to diversity, equity, and inclusion principles in client management and team interactions

Preferred Qualifications & Experience:

  • 515 years of experience in Investment Advisory or Wealth Management
  • MBA, CA, or equivalent from a premium institute
  • Relevant industry certifications (e.g., CFP, NISM)
  • Strong knowledge of financial products, market trends, and regulatory requirements

More Info

Job Type:
Permanent Job
Industry:
Information Technology
Role:
Other Roles
Function:
Others
Employment Type:
Full time
Open to candidates from:
Indian

About Company

4s Advisory

4S Advisory is a premier hiring company in India. It is the brainchild of Satish Kumar Jakkula, a seasoned professional with over 20 years of experience in private equity fund and banking related administration, corporate communications, human resources, and government / regulator liaising. He has worked with the global sustainable development think-tank The Energy and Resources Institute (TERI) as well as the Dutch multinational banking and financial services company Rabobank in prominent roles. He is also an active networker. It was with this extensive experience that Satish decided to take the path of entrepreneurship in the year 2019, kickstarting a niche advisory venture in the country. 4S Advisory provides Hiring Solutions across sectors.

Job ID: 131118637

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Last Updated: 04-11-2025 00:21:38 PM
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