Wealth RMs / Private Bankers In Bangalore (Bengaluru)

Talent Leads Consultants
Department Icon Stock Market Trading Asset & Wealth Management
Posted: 14 hours ago
0-4 years
Bangalore
Stock Market Trading Asset & Wealth Management
work from office
Full Time
Closes 11 Jan 2027
Posted: 14 hours ago
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Job Description

  • Wealth RMs / Private Bankers in Bangalore (Bengaluru)
  • Company: Talent Leads Consultants
  • Job Location: Bengaluru, Karnataka, India
  • Employment Type: Full-time
  • :
  • (Wealth Sales): INDIVIDUAL ROLE- 250 CR AUM only investment (MF/ PMS / AIF)
  • Build and maintain solid, long-term relationships with a portfolio of high-net-worth clients.
  • Understand clients financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions.
  • Conduct regular portfolio reviews and recommend adjustments based on market conditions and client needs.
  • Work closely with internal product specialists (investment advisors, insurance experts, etc.) to deliver comprehensive financial solutions.
  • Proactively identify new business opportunities through referrals, networking, and cross-selling.
  • Stay updated on market trends, financial products, and regulatory changes to provide up-to-date advice.
  • Ensure compliance with regulatory and internal risk management policies.
  • Prepare and present periodic performance reports to clients.
  • Achieve sales and revenue targets as set by the business. .

Skills

SalesInsuranceComplianceNetworkingWealth PlanningInvestment

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