Job Overview
Manage relationships with HNI and Ultra-HNI clients and provide customized banking and wealth management solutions. Acquire new clients and deepen existing relationships by increasing wallet share and business opportunities.Drive investments, insurance, loans, deposits, and other wealth products to achieve revenue targets.Ensure a premium client experience through proactive relationship management, portfolio reviews, and personalized service.
1) Develop and execute strategies to build a strong UHNI client pipeline through market mapping and targeted prospecting.
2) Conduct regular portfolio reviews and provide insights on asset allocation and investment opportunities.
3) Collaborate with product specialists and investment teams to deliver comprehensive solutions to complex client requirements.
4) Identify opportunities for succession planning, estate planning, and family wealth structuring for select clients.
5) Ensure strict adherence to internal policies, regulatory guidelines, KYC, and risk management standards.
Candidates with 6+ years of experience in private banking or wealth management, preferably managing an AUM of ₹100 Cr+ with a strong HNI/UHNI client portfolio. Proven track record in client acquisition, portfolio growth, and revenue generation, along with excellent relationship management and investment advisory skills, will be preferred.