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Relationship Manager

Bengaluru, Karnataka, India

133 Days ago
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Job Description

This role is for one of the Weekday's clients

</strong>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. Requirements 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 new 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

Job Overview

Job Function: Banking / Finance

Job Type: Full Time

Workplace Type: Not Specified

Experience Level: Mid-Senior level

Salary: Competitive & Based on Experience

Experience: 5 - 6 yrs

Contact Information

Company Name: Weekday AI

Recruiting People: HR Department

Website: https://www.weekday.works

Location

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