Scope of the Role
The Relationship Manager ( Private Banking ) provides tailored financial solutions to high-net-worth individuals (HNWIs) and ultra-HNWIs. They assess clients’ risk profiles and financial goals to recommend investment products like mutual funds, PMS, bonds, insurance, and structured products.
Job Description
Acquire and manage relationships with High Net Worth Individuals (HNWIs) and Ultra-HNWIs.
Provide customized wealth management solutions including investments, insurance, estate planning, and structured products.
Conduct periodic portfolio reviews and risk profiling to align financial strategies with client goals.
Cross-sell banking products such as loans, credit cards, and deposits tailored for private banking clients.
Collaborate with product specialists and internal teams to deliver holistic financial solutions.
Ensure high standards of client servicing, engagement, and retention through personalized interactions.
Achieve defined revenue, AUM (Assets Under Management), and client acquisition targets.
Stay updated with market trends, regulatory developments, and financial instruments.
Maintain compliance with KYC, AML, and all internal policies and regulatory guidelines.
Actively participate in marketing, client events, and networking activities to grow client base.
Ideal Candidates
Looking for candidates working as Relationship Managers / Branch managers with excellent HNI / UHNI portfolio can be the good fitment for the above role -