01Key Responsibilities
- Manage and strengthen relationships with HNI and Ultra-HNI clients
- Deliver expert-level relationship management and wealth advisory services
Collaborate with Corporate & Institutional Banking teams to acquire and manage relationships with:
- Promoters / Business Owners
- Directors & CFOs
- Corporate Treasuries
- Senior Corporate Executives
- Drive cross-selling of banking, investment, and wealth management products
- Maintain strong understanding of client portfolios and identify opportunities to increase wallet share
- Ensure regular engagement with mapped relationships to enhance client satisfaction and retention
- Monitor and maintain portfolio profitability at both client and RM levels
- Showcase the full suite of consumer and commercial banking products to existing and prospective clients
- Provide market insights and customer feedback to support development of new products and services
- Ensure adherence to KYC, AML, and regulatory compliance requirements
- Participate in cross-functional initiatives aligned with organizational objectives
- Build long-term trusted relationships with key stakeholders and clients
Required Skills & Experience:
- 8-10 years of experience in Private Banking / Wealth Management / Relationship Management
- Proven experience managing HNI and Ultra-HNI client portfolios
Strong understanding of:
- Wealth Management Products
- Investment Advisory
- Banking & Treasury Products
- Financial Planning
- Strong relationship management and business development skills
- Experience collaborating with corporate banking or institutional banking teams
- Ability to drive profitability and portfolio growth
- Excellent communication, presentation, and stakeholder management skills
- Strong understanding of regulatory and compliance requirements (KYC/AML)
Preferred Qualifications:
- MBA / PGDM / CA or equivalent qualification preferred
- Certifications related to wealth management or financial advisory are an advantage
- Strong network within the HNI/UHNI ecosystem .
