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 prospects, 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 Mumbai
🏢 Fintor Services
📍 Mumbai