Company Name: Kalviro Ventures LLP
Designation: Sr. Wealth Manager
Job Location: Chennai, Tamil Nadu
Job Summary: Kalviro Ventures LLP is seeking a passionate and experienced Sr. Wealth Manager to join our team in Chennai. The ideal candidate will possess strong wealth management expertise, exceptional client relationship skills, and a solid track record in investment advisory. You’ll work closely with high-net-worth individuals to provide personalized investment solutions, primarily in AIFs, PMS, and Mutual Funds.
Key Responsibilities
- Drive distribution sales and manage high-value client relationships focused on AIF, PMS, and Mutual Funds.
- Acquire new clients and meet revenue targets by distributing premium investment products.
- Conduct portfolio reviews and investment discussions via in-person, audio, and video meetings.
- Develop tailored financial strategies in line with clients’ financial goals and Kalviro Ventures’ advisory model.
- Maintain ongoing communication to build trust and ensure long-term client satisfaction.
- Identify new business opportunities and expand the client base proactively.
- Keep abreast of market trends, regulatory changes, and investment products.
- Prepare performance reports and present regular investment reviews to clients.
- Ensure full compliance with SEBI regulations and internal policies.
Qualifications
- Bachelor’s degree in Finance, Economics, Business Administration, or related field.
- CFA, CFP, or other relevant certifications are preferred.
- 4–15 years of experience in wealth management or investment advisory.
- Deep knowledge of AIFs, PMS, Mutual Funds, and the Indian financial markets.
- Strong interpersonal, presentation, and communication skills.
- Proficient in financial planning tools and MS Office Suite.
- Self-motivated with a client-first mindset and solution-oriented approach.
Email your updated CV to info@kalviroventures.com Or contact us directly at +91 78100 08444
