Live opening · Posted 5 days ago
Senior Wealth Manager
Max Life Insurance · Mumbai, Maharashtra, India (On-site)
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At a glance
The key details from the original listing.
CompanyMax Life Insurance
LocationMumbai, Maharashtra, India (On-site)
Work modeNo
Source
Linkedin
Listed5 days ago
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About the role
Description supplied by the original job listing.
To lead a team of Advisors in driving the Private Client Group (PCG) business through managing and acquiring HNI/UHNI Clients and family office, while also functioning as a playing captain—managing the team and simultaneously achieving individual targets. The role focuses on strengthening client relationships, improving productivity, and delivering superior advisory solutions. The Team Leader ensures a high-performance culture, and supports strategic initiatives to scale AUM and enhance client experience.
Work arrangement
No
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