Relationship Manager - Private Banking

Key Responsibilities:

- Acquire, manage, and deepen relationships with HNI/UHNI clients.

- Understand clients' financial goals, investment needs, and risk appetite to provide customized wealth management solutions.

- Advise clients across multiple asset classes including Equities, Mutual Funds, PMS, AIFs, Structured Products, Fixed Income, and Alternate Investments.

- Drive AUM growth through client acquisition, relationship expansion, and portfolio enhancement strategies.

- Provide investment advisory and asset allocation strategies focused on wealth creation and preservation.

- Collaborate with Product, Research, and Investment Advisory teams to deliver suitable investment recommendations.

- Maintain strong engagement with clients through regular portfolio reviews and market updates.

- Identify opportunities for cross-selling banking and financial products.

- Ensure compliance with internal policies and regulatory requirements across all client interactions.

- Stay updated on market trends, economic developments, and investment opportunities relevant to clients.

Candidate Profile:

- Proven experience in Wealth Management/Private Banking with exposure to HNI/UHNI clients.

- Strong understanding of financial markets and investment products.

- Demonstrated track record in client acquisition and AUM growth.

- Strong relationship management and communication skills.

- Ability to provide strategic investment advisory and customized financial solutions.

- Relevant certifications such as NISM/NCFM would be an added advantage.