About the opportunity
Job Overview
To Manage and deepen relationships with the Ultra HNI clients by offering customized wealth management and banking solutions to meet their financial goals
Manage and deepen relationships with existing clients.
Advise on investments: MF, PMS, AIF, Insurance, Bonds, etc.
Conduct client
profiling, risk assessment, and portfolio reviews.
Acquire new HNI / UHNI / NRI clients and expand business.
Achieve targets on Assets Under Management (AUM), revenue, and cross-sell.
Ensure compliance with KYC, AML, and regulatory requirements.
Collaborate with internal teams for smooth client servicing.
Looking for Candidates from Banks or Wealth Management firms with good Experience in Managing , Advising and Acquiring clients across all asset classes .