Role Overview - The role involves acting as a trusted advisor to High Net-Worth Individuals HNIs and Ultra High Net-Worth Individuals UHNIs delivering customized wealth management solutions across investments banking estate planning and advisory services - The incumbent will be responsible for client acquisition relationship deepening and driving Assets Under Management AUM growth through best-in-class offerings Location PAN INDIA No Relocation Allowed Open Roles 1 Wealth Manager Private Banker2 Playing CaptainKey Responsibilities Client Acquisition Relationship Management - Acquire new UHNI clients through strong networks referrals and market intelligence - Build manage and retain deep long-term relationships with UHNIs family offices and key decision-makers - Deliver exceptional client servicing with a focus on long-term wealth creation Investment Advisory - Provide tailored investment solutions based on client risk profile goals and market outlook - Partner with internal research teams product specialists and portfolio managers to deliver high-impact advisory - Ensure execution of strategies across asset classes including MF PMS AIFs Structured Products Debt and Advisory Mandates Product Knowledge Cross-functional Collaboration - Stay updated on investment products structured solutions alternate assets and wealth management regulations - Work closely with compliance operations and product teams to ensure seamless delivery Role-Specific Expectations Playing Captain - Responsible for both individual book-building and team performance - Deliver personal revenue targets while mentoring and guiding team members Perks Benefits - Attractive fixed salary- Robust lead support- Lucrative incentive structurePreferred Candidate Profile - Experienced professionals currently managing HNI UHNI clients in private banking or wealth management - Strong understanding of investment solutions asset classes and market dynamics - Excellent relationship management communication and networking skills ref updazz com

📌 Sales Role - Private Banking (3-10 Yrs) Any Location/coimbatore/surat/ahmedabad/jaipur/chandigarh/jharkhand/gurgaon/gurugram/delhi/amritsar/ (bfsi Sales)
🏢 Radiate Rays Consultants
📍 India