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)
- 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
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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