- Manage and grow relationships with HNI/UHNI and affluent clients.
- Manage and grow AUM, revenue and investment business.
- Acquire recent clients and generate New-to-Bank (NTB) business.
- Sell investment and wealth products such as Mutual Funds, Equity, Insurance, Bonds and Banking Products.
- Understand client requirements and provide suitable investment solutions.
- Achieve assigned TPP, AUM and revenue targets.
Requirements:
- 8+ years of experience in Wealth Management / Private Banking / Affluent Banking.
- Strong experience handling HNI/UHNI clients.
- Proven experience in AUM management, investment sales and client acquisition.
- Good communication and relationship management skills.
- Candidates based in Mumbai or willing to relocate to Mumbai.