About the opportunity
Job Overview
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<p style="font-size:medium;font-family:Calibri, sans-serif;"><span style="font-size:10.5pt;font-family:'Lucida Sans', sans-serif;">Responsible to acquire and Manage super HNI NR Clients with a min ticket size of 5 Crore and above . Generate revenue by providing wealth solutions as per the various requirement.</span></p> <p style="font-size:medium;font-family:Calibri, sans-serif;"><span style="font-size:10.5pt;font-family:'Lucida Sans', sans-serif;">Job description – </span></p>
<p style="font-size:medium;font-family:Calibri, sans-serif;"><span style="font-size:10.5pt;font-family:'Lucida Sans', sans-serif;"> </span></p>
<p style="font-size:medium;font-family:'Times New Roman', serif;"><span style="font-size:10.5pt;font-family:'Lucida Sans', sans-serif;"> <strong>Manage and grow a portfolio of high-net-worth NRI clients</strong><span> </span>with investible assets exceeding </span><span style="font-size:10.5pt;font-family:Arial, sans-serif;">₹</span><span style="font-size:10.5pt;font-family:'Lucida Sans', sans-serif;">5 crore, serving as the primary relationship manager and trusted financial advisor.</span></p>
<p style="font-size:medium;font-family:'Times New Roman', serif;"><span style="font-size:10.5pt;font-family:'Lucida Sans', sans-serif;"> <strong>Provide customized private banking solutions</strong><span> </span>across investments, deposits, lending, forex, and wealth structuring, aligned with clients’ cross-border financial needs and risk profiles.</span></p>
<p style="font-size:medium;font-family:'Times New Roman', serif;"><span style="font-size:10.5pt;font-family:'Lucida Sans', sans-serif;"> <strong>Drive revenue and AUM growth</strong><span> </span>through strategic acquisition, deepening of existing relationships, and effective cross-selling of bank and group products.</span></p>
<p style="font-size:medium;font-family:'Times New Roman', serif;"><span style="font-size:10.5pt;font-family:'Lucida Sans', sans-serif;"> <strong>Ensure regulatory and compliance adherence</strong><span> </span>for NRI accounts, including KYC, FATCA/CRS, FEMA guidelines, and jurisdiction-specific requirements.</span></p>
<p style="font-size:medium;font-family:'Times New Roman', serif;"><span style="font-size:10.5pt;font-family:'Lucida Sans', sans-serif;"> <strong>Deliver superior client experience</strong><span> </span>by proactive engagement, timely portfolio reviews, coordination with internal product teams, and prompt resolution of client queries across geographies.</span></p> <p style="font-size:medium;font-family:Calibri, sans-serif;"><span style="font-size:10.5pt;font-family:'Lucida Sans', sans-serif;">Ideal Candidature - </span><span style="font-size:10.5pt;font-family:'Lucida Sans', sans-serif;">We are looking for professionals with extensive expertise in managing HNI and Ultra HNI clients and driving wealth management strategies, Managing avg ticket size of more than 5CR and Client turnover more than 15CR .</span></p>