About the opportunity
Job Overview
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<p>To Manage and deepen relationships with the Ultra HNI clients by offering customized wealth management and banking solutions to meet their financial goals</p> <p><span style="font-size:12pt;font-family:Arial, sans-serif;color:#222222;">Manage and deepen
relationships with existing clients.</span></p>
<p><span style="font-size:12pt;font-family:Arial, sans-serif;color:#222222;">Advise on
investments: MF, PMS, AIF, Insurance, Bonds, etc.</span></p>
<p><span style="font-size:12pt;font-family:Arial, sans-serif;color:#222222;">Conduct client
profiling, risk assessment, and portfolio reviews.<br></span></p>
<p><span style="font-size:12pt;font-family:Arial, sans-serif;color:#222222;">Acquire new HNI /
UHNI / NRI clients and expand business.</span></p>
<p><span style="font-size:12pt;font-family:Arial, sans-serif;color:#222222;">Achieve targets on
Assets Under Management (AUM), revenue, and cross-sell.</span></p>
<p><span style="font-size:12pt;font-family:Arial, sans-serif;color:#222222;">Ensure compliance
with KYC, AML, and regulatory requirements.</span></p>
<p><span style="font-size:12pt;font-family:Arial, sans-serif;color:#222222;">Collaborate with
internal teams for smooth client servicing.</span></p> <p><span style="font-size:12pt;font-family:Arial, sans-serif;color:#222222;">Looking for Candidates from Banks
or Wealth Management firms with good Experience in Managing , Advising and Acquiring
clients across all asset classes .</span></p>