Private Wealth Relationship Manager / Cluster Head

Job Description

We are looking to hire experienced Private Bankers for our Private Wealth Team based in Delhi / NCR & Mumbai.

Kindly find the job details of the roles below:

Job Role: Relationship Manager

Location: Delhi / NCR, Mumbai

Experience: 3+ Years

Responsibilities:

Acquire New to Firm HNI / UHNI and corporate clients while driving business growth and revenue
Develop and nurture long term relationships with HNI / UHNI clients by understanding their financial needs and delivering tailored wealth management solutions
Analyse client financial profiles and objectives to recommend appropriate investment and wealth management strategies
Responsible for achieving targets through client acquisition, AUM growth and revenue generation across investment and wealth management products
Identify new business opportunities and strengthen the client base through relationship management and networking

Job Role: Cluster Head

Location: Delhi / NCR, Mumbai

Experience: 15 - 25 Years

Responsibilities:

Lead and manage clusters HNI / UHNI client relationships while driving the team towards business and revenue targets
Develop and execute strategic business plans to drive growth for the private wealth business in the region
Drive client acquisition, AUM growth and revenue generation across the cluster
Monitor sales performance and continuously identify opportunities to improve team productivity and effectiveness
Build strong market presence and enhance the organization’s branch through effective client engagement and leveraging the company’s research led investment insights and capabilities

Desired Profile: