Posted By: I Mates Consultants | Posted on: June 24, 2019

Profile - Relationship Manager | Private Wealth Management | Customer Relation.

Scope of the Role - Handle the UHNI Clients portfolio-Deepen the relationship and increase the wallet share.(Handle accounts with minimum exposure of 10 crore)

Job Description -

1) Acquire UHNI Clients for the bank.

2) Identify customer needs, provide investment and banking solutions.

3) Advice the customers on financial planning ,Family office and estate planning.

4) Adhere the corporate the policies and carry the brand developed functional and behaviorial skills.

5) Be able to work with colleagues of other verticals of the bank and cross sell lending,forex and other service offered by the bank.

Ideal Fitment - Candidate with at least 8 year of exposure in handling UHNI Portfolio.

Grade - AVP till EVP. (Depends on the Experience and Pack)


portfolio management family office private wealth financial advisory financial planning estate planning.

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