Private Client Relationship Executive

Locations- Delhi, Jaipur, Hyderabad, Bangalore and Ahmedabad

We are seeking an accomplished Senior Wealth Manager / Private Banker (SVP and above) to lead and grow our HNI or UHNI client portfolio across key regions . The role involves managing a region independently or with a team (playing or non-playing captain), driving strong AUM growth, and ensuring diversified asset allocation beyond branch-sourced business.

Key Responsibilities :

• Manage and deepen relationships with HNI or UHNI clients, delivering sophisticated wealth advisory and investment solutions.
• Drive and own AUM growth with clear bifurcation across Mutual Funds, AIFs, PMS, FDs, Bonds, Insurance, and Structured Products.
• Lead, mentor, and develop a regional team of Wealth Managers / RMs to enhance productivity, acquisition, and strategic planning.
• Ensure compliant advisory standards and deliver superior client engagement and experience.
• Acquire new high-value clients through strategic networking, referrals, and market mapping.
• Conduct regular portfolio reviews and rebalance allocations aligned to client goals and market movements.
• Achieve region-wise revenue, AUM growth, and retention targets through cross-selling and wallet share optimization.

Requirements :

team management exposure preferred.