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Principal Consultant at Rize People Konnect
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Relationship Manager - Private Wealth/Family Office - Bank (2-15 yrs)
Role- RM Private Wealth ( For ultra HNI segment and family office clients)
- Source new accounts of Ultra HNI client having 15 crores and above investable surplus.
- Act as a single point of contact for the clients- banking and investment needs including financial succession planning.
- Build a healthy book with a focus on increase in AUM and bank relationships
- Build a healthy relationship with the client and provide them with all kinds of services including secured and unsecured loans; seamless and superior service delivery, compliance with key regulatory and bank level requirements.
KRAs
- Increase in AUM and bank relationships
- Advise the clients on their financial portfolios basis a detailed investment plan.
- Deepen existing relationships by increasing the product holding per family of the clients.
Product/Customer Handled:
- Ultra High Net worth clients
- Services like Investment advisory, traditional Investment, Alternative Investments, capital Markets, Trust and Investment Finance for Multi generational families.
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