𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗕𝗮𝗻𝗸𝗶𝗻𝗴 𝗥𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽 𝗠𝗮𝗻𝗮𝗴𝗲𝗿 | 𝗟𝗲𝗮𝗱𝗶𝗻𝗴 𝗯𝗮𝗻𝗸𝘀 𝗮𝗻𝗱 𝘄𝗲𝗮𝗹𝘁𝗵 𝗕𝗼𝘂𝘁𝗶𝗾𝘂𝗲𝘀 .

𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗕𝗮𝗻𝗸𝗶𝗻𝗴 𝗥𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽 𝗠𝗮𝗻𝗮𝗴𝗲𝗿

𝗥𝗼𝗹𝗲 𝗢𝘃𝗲𝗿𝘃𝗶𝗲𝘄: We are looking for an experienced Private Banking Relationship Manager to acquire, manage, and grow relationships with HNI/UHNI clients. The role will focus on AUM growth, investment advisory, client retention, and delivering customized wealth solutions across asset classes.

𝗞𝗲𝘆 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀 1) Acquire and manage HNI/UHNI and private banking clients. 2) Develop long-term relationships and increase AUM, revenue, and wallet share. 3) Understand clients’ financial goals, risk profiles, and investment needs. 5) Provide customized investment and wealth management solutions across Mutual Funds, PMS, AIFs, Equities, Bonds, Structured Products, Insurance, Alternatives, etc. 6) Conduct portfolio reviews and provide timely investment recommendations. 7) Identify cross-sell/up-sell opportunities across wealth and banking products. 8) Stay updated on market trends and investment opportunities. 9) Work closely with Product, Investment Advisory, Research, Credit, and Operations teams. 10) Ensure excellent client servicing and compliance with internal/regulatory requirements. 𝗖𝗮𝗻𝗱𝗶𝗱𝗮𝘁𝗲 𝗣𝗿𝗼𝗳𝗶𝗹𝗲 1) Experience in Private Banking / Wealth Management / Broking / Asset Management. 2) Strong track record of managing HNI/UHNI clients and AUM. 3) Strong existing client network / portable book of business preferred. 4) Good understanding of investment products across asset classes. 5) Strong business development, communication, negotiation, and relationship management skills. 6) Local candidates with an established HNI/UHNI client base will be preferred.