Relationship Manager - Private Wealth/Family Office - Bank

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.