About the Role

The ideal candidate should have strong experience in Wealth Management / Private Banking and should have handled HNI/UHNI clients.

What You Will Be Responsible For

Business Development & Growth

- Take complete ownership of the branch business.
- Drive revenue, AUM, client acquisition, and profitability.
- Develop new HNI/UHNI relationships through networking, referrals, partnerships, and market outreach.
- Expand the company's presence across Hyderabad and surrounding markets.

HNI/UHNI Client Management

- Manage and develop relationships with HNI/UHNI clients.
- Understand client financial goals and provide suitable wealth management and investment solutions.
- Build long-term relationships and generate client retention, referrals, and additional business.
- Handle senior-level and complex client requirements.

Team Management

- Lead and manage a team of Relationship Managers and support staff.
- Set targets and monitor team performance.
- Coach and mentor the team to improve productivity and business results.
- Build a strong, performance-driven team.

Branch Operations & Compliance

- Manage the overall day-to-day operations of the branch.




- Ensure smooth client servicing and operational efficiency.
- Ensure compliance with company policies and regulatory requirements.
- Monitor branch performance, sales pipeline, MIS, and business targets.

Stakeholder Management

- Work closely with Investment, Product, Operations, Compliance, Marketing, and Research teams.
- Provide regular business updates and forecasts to senior management.
- Represent the company at client meetings, industry events, and networking forums.

Requirements

- 10–12 years of experience in Wealth Management, Private Banking, Investment Advisory, Financial Services, or Relationship Management.
- Strong experience handling HNI/UHNI clients.
- Proven track record of business development and revenue generation.
- Experience managing a team of Relationship Managers.
- Experience managing a branch or regional business will be preferred.
- Good understanding of wealth management and investment products.
- Strong client acquisition and relationship-building skills.
- Excellent communication, presentation, negotiation, and leadership skills.
- Robust business acumen and ownership mindset.

📌 Branch Head – Senior Relationship Manager (Hyderabad)
🏢 Corporate Stalwarts
📍 Hyderabad