Head - Private Banking

Key Responsibilities:

- Lead the Private Banking business for the Hyderabad region with ownership of revenue, AUM, and client acquisition targets.

- Manage, mentor, and drive performance of Relationship Managers to achieve business objectives and client engagement goals.

- Build and maintain strong relationships with HNI/UHNI clients and provide customized wealth management solutions aligned with their financial objectives.

- Advise clients across investment products including Equities, Mutual Funds, PMS, AIFs, Structured Products, Fixed Income, and Alternate Investments.

- Drive portfolio growth through effective asset allocation, wealth preservation, and long-term investment planning strategies.

- Collaborate with Product, Investment Advisory, and Research teams to deliver suitable investment recommendations based on clients' risk appetite and financial goals.

- Identify opportunities for cross-selling banking and financial products to deepen client relationships.

- Monitor market trends and competitor activity to enhance business strategy and client engagement.

- Ensure adherence to regulatory and compliance standards across all client interactions and investment activities.

- Drive strategic initiatives to expand the Private Banking franchise and strengthen market presence in Hyderabad.

Candidate Profile:

- Proven experience in Wealth Management / Private Banking with strong exposure to HNI/UHNI clients.

- Prior experience in leading and managing Relationship Manager teams.

- Strong understanding of investment products, asset allocation, and financial markets.

- Demonstrated ability to drive AUM and revenue growth.

- Excellent client relationship management and team leadership skills.

- Strong network within the Hyderabad HNI/UHNI ecosystem would be preferred.