Private Banker

About Company-

Company is a long-established Indian financial services firm founded in 1964. The company has a large pan-India presence with over 200 offices in more than 100 cities and focuses on personalized financial advice to help clients protect and grow their wealth.

Company Requirement-

* Minimum 10 years in wealth management, private banking or advisory.

* Strong track record with HNI/Ultra-HNI clients and revenue performance.

A ready HNI/Ultra-HNI network is an advantage.

Locations: Bangalore, Chennai and Hyderabad

Department: Global Private Wealth

Job Profile-

You will work directly with leadership, manage HNI and Ultra-HNI relationships, and build a large AUM book supported by one of the strongest platforms in the industry.

Key Responsibilities

* Build, manage and grow a portfolio of HNI and Ultra-HNI clients.

* Understand client goals and deliver long-term wealth strategies.

* Lead asset acquisition across MF, PMS, AIFs, Bonds, Structured Products, Insurance and direct equity.

* Maintain high-quality engagement through proactive reviews and advisory.

* Deliver steady monthly and annual revenue and AUM growth.

* Stay updated on markets, products and regulatory developments.

* Coordinate with product, research and operations for seamless client delivery.

* Follow strong compliance, ethics and transparency.

Interested candidates may email their CVs to [Confidential Information] or connect on WhatsApp +91-9758911444