This role is for one of the Weekday's clients

Min Experience: 13 years

Location: Bengaluru, Karnataka, Telangana, Hyderabad, Chennai, Tamil Nadu

JobType: full-time

The position entails overseeing and expanding relationships with HNI/UHNI clients, providing them with guidance on wealth creation and investment opportunities across a range of financial products.

Key Responsibilities:

- Oversee a portfolio of HNI/UHNI clients with a net worth of ₹5 Cr+
- Facilitate wealth growth through PMS, AIF, and other investment products
- Establish and nurture strong connections with CXOs, promoters, and business owners
- Meet revenue goals by acquiring current clients and expanding existing portfolios
- Manage and enhance Assets Under Management (AUM)

Key Requirements:

- Minimum of 13 years experience in wealth management / private banking
- Extensive experience in client relationship management
- Demonstrated success in handling clients with ticket sizes ranging from ₹5 Cr to ₹25 Cr
- Proven experience managing ₹100 Cr+ AUM
- At least 5 years of stability in current or previous roles
- Previous experience with private banks or wealth-focused NBFCs is preferred

Skills

Wealth Management

Wealth Management Services

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