Senior Relationship Manager - Private Banking

Key Responsibilities:

• Manage and grow relationships with Affluent / HNI customers.
• Handle Assets Under Management (AUM) of - 100 Crores and above.
• Provide financial planning and investment advisory to clients.
• Promote wealth products such as Mutual Funds, SIPs, Insurance, AIFs, and other investment solutions.
• Monitor and manage client portfolios and recommend suitable investment strategies.
• Acquire new clients and expand the wealth management portfolio.
• Deliver excellent client service and relationship management.

Key Requirements:

• Minimum 6+ years of experience handling affluent or HNI clients.
• Experience managing - 100 Cr+ AUM client portfolio.
• Strong communication, negotiation, and relationship management skills.
• Good knowledge of wealth products and financial advisory services