Key Responsibilities

📍Relationship Management 📍Build, nurture, and strengthen relationships with UHNI clients, family offices, and corporate entities. 📍Develop trust-based partnerships with decision-makers and stakeholders within UHNI and corporate groups. 📍Deliver personalized, high-quality service tailored to clients’ financial needs and aspirations. 📍 Investment Management 📍Understand the full suite of financial products and investment management solutions. 📍Create customized, high-value portfolios aligned with client goals and market conditions. 📍Regularly review, monitor, and optimize portfolios to ensure performance and client satisfaction.

Desired Profile

Education 📍MBA from a premier business school or Chartered Accountant (CA). 📍10+ years of relevant experience.

Experience & Skills

📍Proven track record in managing UHNI and corporate relationships within Wealth Management, Asset Management, or Corporate Banking. 📍Strong, established network with UHNIs, family offices, and corporate decision-makers across India. 📍In-depth understanding of financial products, asset classes, and investment strategies. 📍Ability to simplify complex financial concepts into clear, actionable client advice. 📍Entrepreneurial mindset with high energy, self-motivation, and resilience in fast-paced environments.

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