Wealth Relationship Manager - HNI/UHNI Segment - Bank

Department Icon Business Development / Sales
Posted: 2 months ago
6-12 years
Pune,Aurangabad,Nasik,Maharashtra
Business Development / Sales
work from office
Full Time

Posted: 2 months ago
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Posted over 15 days ago, so the role may have closed. Confirm on the employer's page when you apply, or see similar jobs.

Job Description

Description:

  • Private Bankers (HNI/ UHNI Clients)
  • PAN India
  • Join one of India's fastest growing wealth management platforms

What We Offer:

  • Entrepreneurial freedom to structure bespoke wealth solutions for HNI & UHNI clients
  • Access to InCred Wealth's curated, open-architecture platform, offering third-party PMS, AIFs, MLDs, structured products, and research
  • Competitive compensation with performance linked incentives
  • A Collaborative, merit driven environment with strong institutional support

Ideal Candidate Profile:

  • 6-12 years of experience in wealth management or private banking
  • Proven track record of managing HNI / UHNI client relationships
  • Strong understanding of capital markets and investment products
  • Self-driven, ethical and client centric with an entrepreneurial mindset

Skills

BFSI SalesWealth ManagementBankingSalesPrivate BankingHni

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