Relationship Manager - Wealth Management - Banking

- Understand investment needs & create a long term Asset Allocation plan and managing complete family wealth

- Acquire, manage and advise UHNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.

- Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M&A, and Private Equity

- Identify and execute on new business opportunities with existing clients

- Handle the clients investment portfolio, providing financial research, accurate information and tailor made financial solutions

- Understanding in Equities MF, tax planning, financial planning, profiling, fixed income and exotic structures

- Exceptional track record of managing portfolio of UHNI Clients