About the Role:

We are seeking an experienced Partner / Senior Partner - Private Banking to manage and grow relationships with HNI and Ultra-HNI clients while delivering a high-quality wealth management and banking experience.

The role involves working closely with Corporate & Institutional Banking teams to acquire and deepen relationships with promoters, CXOs, corporate treasuries, and business owners.

The ideal candidate should possess strong relationship management skills, deep understanding of wealth and banking products, and the ability to drive profitability through strategic client engagement.

Key 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