Senior Role - Private Wealth/Private Banking/Family Offices

Senior Private Wealth/Private Banking /Family Offices

1. The relationship manager will be responsible for acquiring HNI & Ultra HNI clients.

2. Maintaining client relationships and generate revenue from HNI & Ultra HNI clients.

3. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio, deepening the wallet of existing clients and adding to the overall AUM of the firm.

4. Acquiring new clients, adding to the top line. Following Research driven sales approach .

5. Act as the primary point of contact and manage the overall relationship of the client.

6. The Relationship Manager should be able to make the ends meet with other business's such as Investment Banking, Institutional Equities, Unity Small Finance bank to be a holistic wealth manager to the client.