7 - 12 years
25 - 40 Lacs
Posted:5 hours ago|
Platform:
Work from Office
Full Time
* Manage and grow relationships with Private UHNI and HNI clients.
* Develop and implement tailored investment strategies across diverse asset classes.
* Monitor market trends and assess risks to optimize client portfolios.
* Ensure regulatory compliance and uphold ethical standards in all client interactions.
Currently into Private Banking / handling Private Clients (mandatory)
Can be from a Bank, NBFC, AMC, or Financial Institution
Strong product knowledge in mutual funds, insurance, AIFs, PMS
Proven experience in managing private/HNI client portfolios
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