Manage and grow relationships with HNI/UHNI clients (₹5 Cr+), advise on investment products (PMS, AIF, others), acquire new clients, expand existing portfolios, and increase AUM while engaging CXOs, promoters and business owners to meet revenue targets.
This role is for one of the Weekday's clients
Min Experience: 13 years
Location: Bengaluru, Karnataka, Telangana, Hyderabad, Chennai, Tamil Nadu
JobType: full-time
The position entails overseeing and expanding relationships with HNI/UHNI clients, providing them with guidance on wealth creation and investment opportunities across a range of financial products.
Requirements
Key Responsibilities:
- Oversee a portfolio of HNI/UHNI clients with a net worth of ₹5 Cr+
- Facilitate wealth growth through PMS, AIF, and other investment products
- Establish and nurture strong connections with CXOs, promoters, and business owners
- Meet revenue goals by acquiring new clients and expanding existing portfolios
- Manage and enhance Assets Under Management (AUM)
Key Requirements:
- Minimum of 13 years experience in wealth management / private banking
- Extensive experience in client relationship management
- Demonstrated success in handling clients with ticket sizes ranging from ₹5 Cr to ₹25 Cr
- Proven experience managing ₹100 Cr+ AUM
- At least 5 years of stability in current or previous roles
- Previous experience with private banks or wealth-focused NBFCs is preferred
Wealth Management
Wealth Management Services
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