Scope of the Role
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.
Job Description
Job description –
Manage and grow a portfolio of high-net-worth NRI clients with investible assets exceeding ₹5 crore, serving as the primary relationship manager and trusted financial advisor.
Provide customized private banking solutions across investments, deposits, lending, forex, and wealth structuring, aligned with clients’ cross-border financial needs and risk profiles.
Drive revenue and AUM growth through strategic acquisition, deepening of existing relationships, and effective cross-selling of bank and group products.
Ensure regulatory and compliance adherence for NRI accounts, including KYC, FATCA/CRS, FEMA guidelines, and jurisdiction-specific requirements.
Deliver superior client experience by proactive engagement, timely portfolio reviews, coordination with internal product teams, and prompt resolution of client queries across geographies.
Ideal Candidates
Ideal Candidature - 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 .