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Unit Head

Career Consultant

Description: - Acquire new HNI / UHNI / Affluent clients for Private Banking / Wealth Management. - Identify, prospect, and onboard high-net-worth individuals through referrals, market mapping, and networking. - Drive AUM and revenue growth through new client acquisition. - Ensure smooth client onboarding, documentation, and KYC compliance as per bank and regulatory norms. - Act as the primary point of contact during the initial relationship phase. - Understand client financial needs including investments, lending, estate planning, and wealth structuring. - Coordinate with internal product specialists for tailored wealth solutions. Present and sell investment products such as: - Mutual Funds, PMS, AIFs. - Structured products, Bonds, Fixed Income. - Portfolio management and discretionary mandates. - Cross-sell banking products: deposits, insurance, credit, and international offerings. - Ensure product suitability and adherence to risk profiling guidelines. - Develop strong referral networks with CAs, lawyers, family offices, and corporate CXOs. - Participate in client events, investment seminars, and market outreach programs. - Track market trends, competitor offerings, and client investment behavior. - Achieve assigned acquisition, AUM, and revenue targets. - Monitor pipeline, conversion ratios, and productivity metrics. - Maintain accurate MIS and reporting for management review. - Ensure strict adherence to regulatory, compliance, AML, and internal policies. - Maintain complete and accurate client documentation. - Follow ethical sales practices and client-first advisory standards. - Work closely with investment advisors, product teams, operations, compliance, and credit teams. - Facilitate seamless handover of acquired clients to relationship management / coverage teams (where applicable). - Support ongoing relationship deepening initiatives. - Deliver a high-quality client experience aligned with global private banking standards. - Represent the banks brand with professionalism and integrity. - Build long-term trust to enable repeat business and referrals.

Others

Client Acquisition Manager - Private Banking 

Job Description for Client Acquisition Manager - Private Banking  in Waytogo Consultants in  Others for (6-8) years of experience. Apply Now!