Private Wealth -Relationship Management

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Posted by Poonam Verma

23 Apr 2025, 09:52 AM

Job Id: #46364884

ROLES & RESPONSIBILITIES

Establish, manage, and grow the of Treasures Private Client segment by acquiring and nurturing the clients
Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM
A significant part of the role will be to identify and secure new clients to increase AUM. This can also be achieved by bringing an existing book of clients over to transfer the AUM. All the functions of this role must be carried out in such a way that adheres to all compliance and regulatory requirements
Ensure complete knowledge of all products & services through continuous skill and knowledge improvement
Provide feedback on market, competition, and products, suggest innovations & ideas for continuous product and service improvements
Use financial acumen and investment expertise to review a client's information, work closely with the
Research and Advisory team to provide superior investment solutions thereby helping the client reach short-
term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience
Minimum 10 years of experience in HNI Sales / Wealth Management / Private Banking segment and handling an investment book of min 200cr INR
The ideal candidate will have previous Private Banking experience, should have existing relationship with key corporates, family offices, and distributors and bring along with a transferable book of discretionary managed investments

JOB DETAILS

Job Type:

Full time

Locality:

Bangalore

Min Salary:

30 Lakh

Max Salary:

60 Lakh

Experience:

Eligibility:

MBA

REQUIRED SKILLS

Private Client

wealth specialist

Private Wealth

Ultra HNI Clients

JOB LOCATION

Country: India

State: Karnataka

City: Bangalore