Manikandan Vadivel

Product Manager

Tamil Nadu, India12 yrs 1 mo experience

Highly Stable

Key Highlights

Expert in personalized investment strategies.
Proven track record in wealth management.
Strong client relationship management skills.

Stackforce AI infers this person is a Wealth Management expert with a focus on high-net-worth client advisory.

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Skills

Core Skills

Wealth & Investment AdvisoryPortfolio Management & Asset AllocationClient Relationship ManagementFinancial Planning

Other Skills

Private Wealth ManagementFamily Wealth ManagementPortfolio ManagementRisk ManagementTax PlanningAccountingMarketing ManagementCustomer EngagementCustomer ServiceB2CCross SellingTeamworkManagement Information SystemsInvestment BankingManagement Information Systems (MIS)

About

I am a results-driven Senior Wealth Manager with a proven track record in delivering personalized investment strategies and comprehensive wealth management solutions. With expertise in portfolio optimization, risk assessment, and financial planning, I help high-net-worth individuals and families achieve their long-term financial goals. My approach combines deep market insights with a client-first mindset, ensuring tailored strategies that balance growth, security, and tax efficiency. Passionate about building lasting relationships, I focus on transparency, trust, and measurable outcomes. Core Competencies: Wealth & Investment Advisory Portfolio Management & Asset Allocation Risk Management & Tax Planning Retirement & Estate Planning Client Relationship Management Mission: Empower clients to grow, protect, and transfer wealth effectively through strategic planning and disciplined execution.

Experience

Nuvama wealth

Senior Wealth Manager

Sep 2025 – Present · 7 mos · Chennai, Tamil Nadu, India · On-site

Client Acquisition & Relationship Management
Acquire new HNI/UHNI clients and maintain long-term relationships.
Act as a trusted advisor, understanding client goals and risk appetite.
Financial Planning & Advisory
Develop personalized wealth management plans covering investments, insurance, tax planning, and estate planning.
Provide expert advice on products like Mutual Funds, PMS, AIFs, Structured Products, Insurance, and Fixed Income.
Portfolio Management
Monitor and review client portfolios regularly.
Recommend rebalancing strategies based on market conditions and client objectives.
Revenue & Business Growth
Achieve assigned AUM (Assets Under Management) and revenue targets.
Cross-sell products and services across Nuvama’s integrated platform.
Compliance & Governance
Ensure adherence to regulatory norms (SEBI, RBI) and internal compliance standards.
Maintain high ethical standards and client confidentiality.