Role & responsibilities

Relationship Management

- Serve as the primary point of contact and trusted advisor for assigned clients.
- Build multi-generational relationships with client families.
- Conduct periodic portfolio reviews and wealth planning discussions.
- Ensure high client retention, wallet share enhancement, and referral generation.

Client Acquisition & Business Development

- Acquire and onboard UHNW individuals, business owners, promoters, family offices, and corporate CXOs.
- Build and manage a sustainable pipeline through referrals, networking, and market intelligence.
- Drive net recent money (NNM) and incremental Assets Under Management (AUM) growth.
- Develop strategic relationships with intermediaries, chartered accountants, tax advisors, lawyers, and family office networks.
- Generate revenue through investment, lending, and wealth management solutions.

Portfolio Management & Advisory

- Manage and grow a high-value UHNW client portfolio with a focus on long-term wealth preservation and growth.
- Conduct comprehensive financial reviews and formulate customized investment strategies.
- Advise clients across Equities, Fixed Income, Mutual Funds, PMS, AIFs, Structured Products, Global Investments, and Alternative Assets.




- Monitor portfolio performance and recommend timely rebalancing aligned with market conditions and client objectives.
- Deliver superior client experience through regular engagement and proactive advisory.

Wealth & Lending Solutions

- Provide holistic wealth management solutions including investment planning, liquidity management, and risk management.
- Cross-sell lending products such as LAS, LAP, Home Loans, Commercial Property Financing, and Promoter Funding.
- Partner with product specialists to structure complex wealth and credit solutions for UHNW clients.

Market Intelligence & Thought Leadership

- Stay updated on capital markets, macroeconomic trends, investment opportunities, and regulatory developments.
- Share actionable insights with clients and help them navigate changing market environments.
- Represent the organization at industry events, networking forums, and client engagement initiatives.

Compliance & Governance

- Adhere to all regulatory, risk management, AML, KYC, and internal compliance requirements.
- Ensure ethical conduct and suitability of recommendations while maintaining the highest fiduciary standards.

📌 Sr. Private Banker (Pune)
🏢 Fintor Services
📍 Pune