Acquire and manage HNI/UHNI, Family Office, Corporate Treasury and Affluent clients through consultative wealth advisory.
Advise clients on Corporate Bonds, SDIs, Invoice Discounting, Asset Leasing and other alternative investments.
Drive business development, revenue and AUM growth while building long-term client relationships.
Recruit, mentor and lead Wealth Managers and Relationship Managers, conduct performance reviews, deliver product and compliance training, and collaborate with Product, Operations and Compliance teams to deliver exceptional client outcomes.
📌 Wealth Manager Bengaluru (India)
🏢 Leaf Round
📍 India
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