Senior Relationship Manager - Private Banking

Key Responsibilities:

- Manage and grow relationships with Affluent / HNI customers.

- Handle Assets Under Management (AUM) of - 100 Crores and above.

- Provide financial planning and investment advisory to clients.

- Promote wealth products such as Mutual Funds, SIPs, Insurance, AIFs, and other investment solutions.

- Monitor and manage client portfolios and recommend suitable investment strategies.

- Acquire new clients and expand the wealth management portfolio.

- Deliver excellent client service and relationship management.

Key Requirements:

- Minimum 6+ years of experience handling affluent or HNI clients.

- Experience managing - 100 Cr+ AUM client portfolio.

- Strong communication, negotiation, and relationship management skills.

- Good knowledge of wealth products and financial advisory services