Job Description:

Key Responsibilities

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Client Acquisition & Relationship Management:

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Identify, acquire, and manage relationships with HNI/UHNI clients.

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Build deep and trusted advisory relationships by understanding client needs across investments, banking, credit, and wealth planning.

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Portfolio Management:

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Manage client portfolios to ensure consistent revenue growth and retention.

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Conduct periodic reviews of client portfolios to ensure alignment with client goals and risk appetite.

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Advisory and Product Offerings:

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Offer bespoke solutions across investment products (mutual funds, PMS, AIFs, bonds, structured products, etc.), liability products, insurance, and estate planning.

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Maintain high standards of investment and risk advisory by adhering to internal and regulatory compliance guidelines.

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Revenue Generation:

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Meet and exceed revenue targets across asset and liability products.

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Drive fee-based income through advisory and structured solutions.

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Collaboration:

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Work closely with internal teams including Investment Advisory, Credit, Research, and Risk to provide holistic solutions to clients.

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Act as the single point of contact for clients for all their banking and investment needs.

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Risk Management:

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Ensure KYC, AML, and other compliance processes are strictly adhered to.

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Maintain the highest level of confidentiality and integrity with client information.

📌 Private Banker- First Private- Mumbai, Pune, Nashik, Aurangabad, Ahmedabad, Vadodara, Chennai, Bhopal,Vizag
🏢 Acura Solution
📍 Mumbai