Roles and Responsibilities :
- Manage a team of Relationship Managers to achieve revenue targets through effective sales strategies and relationship building with high net worth individuals (HNIs) and ultra-high net worth clients.
- Develop and implement customized investment solutions for HNI clients, ensuring alignment with their financial goals and risk tolerance.
- Collaborate with internal teams to provide comprehensive wealth management services, including portfolio management, retirement planning, estate planning, etc.
- Analyze market trends and economic indicators to identify opportunities for growth and develop strategic plans accordingly.

Job Requirements :
- 6-20 years of experience in private banking or related fields such as asset management or wealth management.
- Proven track record of success in managing HNI relationships and achieving revenue targets.
- Strong understanding of investment products and services offered by various financial institutions.
- Excellent communication skills with ability to build solid relationships with clients.

📌 Private Client Group (Bengaluru)
🏢 ANANDRATHI
📍 Bengaluru