279 Ultra Hni Jobs - Page 2

Multiple private banks are hiring Wealth Managers/Private Wealth Managers/Affluent RMs/Branch Managers/ BBG RMs/RM Working Capital, etc for Maharashtra, Gujarat, Rajasthan, Delhi-NCR, Karnataka, Andhra Pradesh, Haryana, Chattisgarh, Goa, Tamil Nadu Required Candidate profile Local candidates with a minimum of 3 years relevant experiance working in any Private Bank in HNI/Business Banking sales and portfolio management or acquisition are most welcome

Urgent Hiring for !!! PCG Relationship Manager!!! for one of the leading broking firm. Candidate should have exp handling HNI and UHNI Clients Candidate should move a minimum book size of 20 cr Look for candidates from Wealth Channel with profile name as ( Privi RM, Burgundy RM, Wealth Manager , Imperia RM , Preferred RM) Interested candidates can connect GIRIJA : 022-40697703 / 9321557930 OR Email id : qcnaukri9@gmail.com

Job Description : We are looking for a highly experienced professional to lead our HNI Desk with a focus on HNI & Ultra-HNI client acquisition , revenue generation, and team leadership across the Equity, Commodity, and Currency markets . Key Responsibilities : Acquire, manage & retain HNI & Ultra HNI clients with focus on broking revenues Manage the complete P&L of the HNI Desk Recruit, train & lead a team of HNI RMs and Advisors Monitor client portfolios and offer advisory services for high ROI Execute cross-sell strategies for Mutual Funds, PMS, Insurance & Structured Products Drive revenues across online & offline platforms Work closely with research & advisory teams to deliver investment recommendations Ensure timely MIS reporting and performance tracking Desired Candidate Profile : 10+ years of experience in Equity Broking / Capital Markets / Wealth Management Prior experience in handling HNI & Ultra-HNI clients with strong revenue track record Proven leadership in managing and scaling teams Deep understanding of financial products across asset classes Strong communication, networking, and relationship-building skills Existing client relationships and team-building capabilities are a plus Education : UG: Any Graduate PG: MBA/PGDM Finance (preferred), or equivalent

Client Acquisition -HNI & Ultra HNI , Client Relationship Building, Product Knowledge and cross-selling financial products like mutual funds, SIPs, and PMS, Client Communication, Ensuring a minimum number of client meetings daily

Experince- Min 4 year MAx - ANY CTC- 6LPA to 40 LPA PCG Wealth is seeking highly driven and client-focused Wealth Managers with proven expertise in managing High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) individuals. The ideal candidate should have experience in handling a substantial client portfolio and should be capable of moving a minimum book size of 20 Cr . This is an excellent opportunity for candidates currently working as Privi RM, Burgundy RM, Imperia RM, Preferred RM, or Wealth Manager in leading financial institutions. Key Responsibilities: Acquire, manage, and grow HNI/UHNI client relationships through personalised wealth management solutions. Deep understanding of financial products including Mutual Funds, PMS, AIFs, Bonds, Structured Products, Life & General Insurance, and Tax Planning. Deliver personalized investment advisory based on risk profiling and financial goals of clients. Onboard and migrate a minimum book size of 20 Crores within a defined timeline. Cross-sell a wide range of financial products and services. Maintain high levels of client servicing standards to ensure long-term relationship and client satisfaction. Regular portfolio reviews and market updates to clients. Coordinate with internal teams (Research, Product, Operations) for seamless service delivery. Desired Candidate Profile: Current Role: Privi RM, Burgundy RM, Wealth Manager, Imperia RM, or Preferred RM (mandatory). Experience: 5-15 years in wealth management or private banking domain. Must have strong understanding of financial instruments and market dynamics. Proven track record of managing and growing HNI/UHNI client base. Excellent communication, interpersonal, and relationship-building skills. Strong compliance and risk awareness. Ability to transition a minimum book size of 20 Cr. Preferred Background: Candidates from top-tier banks, NBFCs, and wealth management firms. Certified Wealth Managers (CWM), CFPs, or those with AMFI/NISM certifications will be given preference. Perks and Benefits: Attractive incentive structures Opportunity to work with a leading name in private wealth management Career growth in high-performing team environment Access to premium investment products and global investment opportunities for clients

CTC RANGE-6 LPA to 40LPA PCG AdvisorWe are looking for experienced professionals for the Advisor / Team Lead PCG role to manage and grow our Private Client Group (PCG) business. The ideal candidate should have strong expertise in trading, order punching, and handling HNI/UHNI clients, with a proven track record in client acquisition and servicing. Key Responsibilities: Execute trades and perform order punching across asset classes including derivatives, options, and cash market. Manage and service a portfolio of High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Drive client acquisition and maintain strong long-term relationships. Cross-sell financial products after completing 2 years within the organization. Ensure compliance with all regulatory and organizational requirements. For Team Lead Profile (Playing Captain Role): Lead a team of 45 members, with both individual and team performance targets. Be responsible for the team's overall revenue and client acquisition goals. Motivate, guide, and manage team members to achieve business objectives. Candidates applying for this role should preferably bring their team along. Requirements: Proven experience in trading and order execution. Strong knowledge of capital markets, including derivatives, options, and cash segment. Prior experience in handling HNI and UHNI clients. Demonstrated ability in client acquisition and relationship management. Leadership and team management skills (for TL role).

Urgent Hiring for !!! Elite Relationship Manager !!! for one of the leading pvt sector bank. Key Responsibilities: Acquire high-value new-to-bank customers monthly. Promote family banking to increase relationship value. Manage assigned client relationships to grow wallet share. Drive cross-sell of: Digital banking and wealth products Investments, insurance, and loan products Meet personal book and fee income targets. Ensure prompt and proactive customer service. Provide feedback for better customer experience. Eligible for quarterly incentives based on target achievement. Desired Experience: Experience: 34 years in banking (private, PSU, co-operative, or rural banks). Background: Customer-facing branch role with ops & regulatory knowledge. Skills: Fluent in English & regional language, MS Office, banking software. Extra Advantage: Additional language fluency. Interested candidates can connect GIRIJA : 022-40697703 / 9321557930 OR Email id : qcnaukri9@gmail.com

Role & responsibilities : Acquisition of HNI & Ultra HNI clients with primary focus on generation of broking revenue through Equity / Commodity / Currency market segments. Recruit, Train & Retain Team members - HNI Relationship Managers and HNI Advisors for the stated HNI desk. Managing new and existing HNI client relationships with efforts on revenue generation through Equity/ Commodity / Currency market segments (through online and offline channel). Analyzing & monitoring the clients portfolio and render advisory services for securing high ROI. Execute Cross Sell efforts on focused products promoted by the organization (Mutual Funds / Insurance / PMS / Structured products and others). Promote the organizations research and advisory suggestions to the clients being generated from time to time. • Submission of periodic MIS reports as per requirements of the business. Preferred candidate profile : Good Knowledge of capital market Should have team leading skills HNI Client Advisory Skills.

Urgent Hiring for !!! Platinum Relationship

Dear Candidate, Urgent opening with leading bank for Platinum Relationship Manager. Exp - 8-10 yrs CTC : upto 8 - 12 LPA Location : New Marine Lines, Charni Road, Prabha Devi JOB ROLE: Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT: Graduate - 6 -8 years of experience Post Graduate - 4-6 years of experience Customer orientation High energy and drive AMFI / IRDA certified is preferred Apply Now! URGENT HIRING IN Leading PVT Sector BANK Send your resume to [people1qc@gmail.com] OR Can contact on given number . We look forward to hearing from you! Thanks & Regards Shraddha Bamne HR Executive QuotientConsultancyTM Tel : +91-22-40697704 / 9324700692

Were Hiring: Wealth Management Professionals Location - Mumbai | Delhi | Bangalore We are hiring for one of Indias leading financial services firms. The role is with a well-established private wealth management platform , part of a reputed investment advisory group with a strong legacy in capital markets and client-centric solutions. Open Positions: Senior Wealth Relationship Managers Mid-Level Wealth RMs Roles and Responsibilities Key Requirements: 5 - 18+ years of experience in Wealth Management Proven ability to acquire and manage UHNI/FHNI clients Strong product knowledge across MF, PMS, PE, Insurance, Structured Products Excellent communication and relationship-building skills Qualifications: Graduate / MBA / CA / CFA This is a great opportunity to be part of a fast-growing platform driven by research, integrity, and performance.

JOB DESCRIPTION -AXIS BANK-(Bengaluru) A Burgundy Relationship Manager (RM) at Axis Bank in Bengaluru, Karnataka, is responsible for managing and growing a portfolio of high-net-worth (HNI) clients. This involves providing financial solutions, maintaining client relationships, identifying new business opportunities, and ensuring client satisfaction. The role requires a strong focus on sales, wealth management, and client relationship management. Key Responsibilities: Client Relationship Management: Building and maintaining strong relationships with HNI clients, understanding their financial needs, and providing tailored solutions. Sales and Revenue Generation: Achieving sales targets through the acquisition of new clients, cross-selling bank products and services, and deepening existing client relationships. Wealth Management : Offering advice and solutions related to investments, including equities, fixed income, and alternative products, as well as other banking products. Client Acquisition: Identifying and acquiring new high-net-worth clients through referrals and other lead generation activities

Dear Candidate, Urgent opening with leading bank for Private wealth role. CTC : Upto 25 LPA Location : Mumbai Role: - Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. - Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. - Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. - Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements. - Ensure client Contact ability at all times through regular connect with them in weekly/ monthly calls. - Resolves client queries for the managed book within the specified TAT - Ensures high levels of customer service orientation and application of bank policy - Informs customers of new products or product enhancements to further expand the banking relationship - Plans and conducts special sales initiatives and events for prospective and existing clients - Maintains complete relationship record for assigned customer accounts - Endure adherence to all bank and regulatory Processes at all times. Job Requirement: - Aptitude to deliver high quality customer service by using organization and interpersonal skills. - NISM/IRDA/AMFI if any can be strongly preferred. - Fluent in communication skills, presentable and a quick grasping power. - Decision making skills with good sense of ownership-understanding the client requirements - Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management. - Banking/NBFC will be preferred with good portfolio management. - Experience: minimum 7-8 years of experience in relationship and portfolio management. - Graduation Qualification in any stream/ MBA preferred Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF Preferred candidate profile Graduate / Postgraduate or an MBA Relevant NISM and other Certifications 5 years plus work experience in the financial services industry

BRANCH MANAGER Branch Banking KRAs: • Enhancement of deposit pool from customers. • Establishing standards and delivery of service. • Sale of non-deposit products. Cross selling targets progressively. • Sale of Mutual Fund and Insurance products. • Fee income. • Branch administration. • Regulatory compliance. • Manage productivity, morale of branch personnel • Overall responsible for break-even and P&L of branch EXPERIENCE: • Overall 10 years of Banking experience; out of which 3-4yrs in Retail Liabilities • Must have had Sales experience and exposure, preferably of Liabilities products • In-depth understanding of financial instruments, markets and macro - micro economic processes • Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT • Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives. QUALIFICATIONS / QUALITIES: • MBA / CA/ CAIIB • Should have sales orientation • Leadership skills. (Though more tactical than strategic). • Thinker : Doer = 40:60 AGE: 1. 28 38 years THE ROLE: REVENUE GENERATION, CUSTOMER ACQUISITION, CUSTOMER RETENTION, COST EFFICIENCY THROUGH PROCESS PERKS & BENEFITS: * CTC Upto 18Lacs + Bonus+ Home Loan Benefits.

We are a fast-growing, excellence-oriented mutual fund distribution and fintech firm with a focus on delivering exceptional solutions to our clients. As we grow our operations catering to domestic/NRI /retail and ultra-HNI clients, we are seeking a focused, detail-oriented and experienced Operations Associate to join our team immediately. Who are we? Cambridge Wealth is a respected brand in the wealth segment, having won awards from BSE as well as Mutual Fund houses. Our clients include renowned professionals from various industries. What you will do: Client onboarding: Facilitate smooth onboarding of new clients, including High Net Worth Individuals (HNIs), Ultra High Net Worth Individuals (Ultra HNIs), and Non-Resident Indians (NRIs), ensuring all necessary documentation and processes are completed efficiently. Client transaction and execution: Oversee client transactions, ensuring accurate and timely execution of their investment requirements. Data Management: Maintain and manage client data, ensuring confidentiality and accuracy. Handling transmission cases: Manage transmission cases for clients, including minor to major changes, transmission due to death, and residence status changes. Client Reporting: Prepare and send various reports to clients on a regular basis, meeting their specific reporting preferences. Incidental Client Management: Handle any other client-related tasks or issues that may arise. Understanding of internal system. Reconciliation of transactions between the exchange and back-office application. Order placement into the exchange. Updated with the regulator's norms. Candidate should be well versed with mutual fund and should have experience initiating transactions on BSE platform for example - E-KYC, SIP Purchase, Redemption, SWP, STP Liaison with Mutual fund houses, checking of brokerage calculations and all related reports. What are the qualifications you need: Education: Graduation in Commerce and Management field is preferred. Certifications: NISM VA exam, AMFI certification preferred. Experience: Experience in the Mutual Fund field is an added advantage, with exposure to HNI, Ultra HNI, and NRI client needs. Familiarity with Zoho suites preferred. Familiarity with Tarakki operations preferred. What would help make you a great fit for the role: Having a Client-centric approach: Prioritize the specific needs of HNIs, Ultra HNIs, and NRIs, ensuring personalized and exceptional service. Team building and leadership qualities: Ability to build and lead small, effective teams in serving discerning clients. Knowledge of financial products: Familiarity with Mutual Funds, PMS, and other financial products. Communication skills: Good verbal communication and drafting skills, adapting communication to suit diverse client preferences and requirements. Experience with running Mutual Fund Distribution operations. Who you are NOT. This role is not for you if: You have difficulty being attentive to details Are not ownership and responsibility driven Are not solution oriented nor comfortable with a startup environment Prefer a slow, structured environment where you are given micro-instructions Want to take it easy and prefer a passive role What you will get: An opportunity to be a core team member with a growth path A fast-growth environment A place where you matter, and are not just a cog in the wheel An encouraging, informal and comfortable working environment A place where flexibility can be earned and work-life balance ensured Competitive Compensation If you are a proactive, detail-oriented professional with a passion for supporting founders and driving organizational success, we would love to hear from you. Join us in our journey to shape the future of our organization and make a meaningful impact in the industry. Note: The final designation and compensation will be determined based on the candidate's experience and qualifications. Freshers may apply for a trainee position with the possibility of a confirmation subject to evaluation. The starting salary would be Rs.15,000/- p.m. in hand. Our Hiring Process: You Apply and answer a couple of quick questions [5 min] Online General Aptitude assessment test [1 hour] Recruiter screening video interview [30 min] Technical interview: [30 min - discussion around experience and skills] Founder's interview: [30 min] We make you an offer and proceed for reference and BGV check. Please note this is an at office job at Prabhat Road, Pune and we work Monday to Saturday (shorter hours on Saturday).

Instrumental in augmenting sales target of casa per month Steered end-to-end process of customer transactions and managing the issues To drive the front line employees towards achieving monthly target.

Position: Burgundy Relationship Manager / NRI Relationship Manager Location: Pune Kalyani Nagar & Wanowrie Company: Axis Bank – Affluent Business (Burgundy Segment) Grade: Manager (as per experience and internal fitment) Employment Type: Full-time Experience Required: Minimum 6 years in Banking, Wealth Management, or Financial Services Educational Qualification: Graduation (AMFI/NCFM certifications preferred) Job Description Axis Bank is hiring experienced professionals for the roles of Burgundy Relationship Manager and NRI Relationship Manager at its Affluent Business (Burgundy) vertical in Pune – Kalyani Nagar & Wanowrie branches. These positions are responsible for managing high-value client portfolios (Resident & NRI), providing tailored banking and investment solutions, and delivering best-in-class service through continuous engagement and advisory. Key Responsibilities: Manage and deepen existing relationships with affluent and NRI customers Provide end-to-end banking and investment advisory solutions Identify and acquire new clients through referrals, brokers, and local/overseas networks Drive cross-sell of Axis Bank and third-party financial products Maintain comprehensive customer profiles, risk assessments, and financial portfolios Track client activity and proactively plan engagement touchpoints Meet monthly targets for business growth and revenue generation Ensure compliance with KYC, regulatory norms, and internal audit policies Log all engagement and service activities through CRM tools Candidate Profile: Required Qualifications: Graduate from a recognized university (mandatory) AMFI / NCFM certifications preferred Required Experience: Minimum 6 years in BFSI, preferably in Wealth Management, Priority Banking, or NRI Relationship roles Key Skills: Strong knowledge of banking, investment, and financial products Excellent relationship management and client servicing skills Ability to handle high-value portfolios and offer customized financial strategies Goal-driven with a consistent track record in achieving business targets Strong communication and interpersonal skills

Responsibilities: * Manage client relationships through regular communication and meetings * Collaborate with investment team on portfolio management strategies * Identify new business opportunities within existing network Travel allowance Sales incentives

Role & responsibilities Acquisition of new Customers and Increase book size. Establish smooth relationships with new & existing clientele to generate new business and to solicit referrals. Cross sell and Upsell of all the Banking Products, Assets, Digital channel activation, Activation of digital wealth management, etc. Responsible for catering the investment needs of clients by providing them research based advises. Interfacing all queries of Clients and understanding their investment needs. Manage portfolios of clients and offer them investment solutions. Investment Advisory to new and existing Clients and achieve revenue targets monthly. Promote high quality sales, supply and customer service processes Provide Market Feedback( New Product, Pricing, Competitors Activity, etc.)

Objectives of this role Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences. Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement. Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles. Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis. Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs. Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions. Collaborating with internal teams, such as tax advisors, legal professionals and estate planners, to offer comprehensive financial solutions to clients. Helping the company meet its financial objectives through personalised financial planning. Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients. Your tasks Organise client meetings to discuss financial goals, risk tolerance and investment preferences. Develop personalised wealth management strategies, including investment planning, portfolio allocation and retirement planning. Monitor and review clients' financial progress regularly, ensuring alignment with their objectives and making adjustments. Evaluate investment opportunities, considering factors like risk, return potential and liquidity. Provide ongoing financial advice and guidance to clients, keeping them informed about market trends, investment opportunities, and potential risks. Monitor and review investment performance, conducting periodic portfolio rebalancing to align with clients' objectives. Collaborate with internal teams to coordinate complex financial transactions, such as estate transfers and charitable giving. Participate in industry conferences and seminars to expand knowledge and network with potential clients. Preferred skills and qualifications A master's degree in finance, accounting, economics, or a related field. Experience in serving high-net-worth individuals and understanding their unique wealth management needs. Proven track record of achieving sales targets and building a successful client portfolio. Ability to develop innovative financial solutions and effectively manage multiple projects simultaneously. Share your Cv at milki.bisht@nlbtech.in

Job description Role & responsibilities Exp. in Private Banking is must To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert) In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth Portfolio Handling more Than 100cr. Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients Ensure regular engagement with mapped relationships and maintain quality of portfolio by ensuring profitability at each client level Showcase full range of consumer and commercial banking products to existing and potential Key Clients of the Bank and harness incremental business opportunities across all products Contributing to the development of new products and services, by channelizing self and customer feedback to the respective Program Teams Ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customers Participate in cross-functional activities that help promote and nurture collective responsibility to the bigger objectives of the institution The position shall be evaluated basis overall profitability & relationship at a RM level as well as client level The position shall be based out of Corporate and Institutional Banking Office for the relevant location. Hence, the position is not part of any specific branch. Candidate must have exp. required more than 6 years in wealth management or Private wealth.

Job description Role & responsibilities Exp. in Private Banking is must To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert) In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth Portfolio Handling more Than 100cr. Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients Ensure regular engagement with mapped relationships and maintain quality of portfolio by ensuring profitability at each client level Showcase full range of consumer and commercial banking products to existing and potential Key Clients of the Bank and harness incremental business opportunities across all products Contributing to the development of new products and services, by channelizing self and customer feedback to the respective Program Teams Ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customers Participate in cross-functional activities that help promote and nurture collective responsibility to the bigger objectives of the institution The position shall be evaluated basis overall profitability & relationship at a RM level as well as client level The position shall be based out of Corporate and Institutional Banking Office for the relevant location. Hence, the position is not part of any specific branch. Candidate must have exp. required more than 6 years in wealth management or Private wealth.

Developing and implementing strategies to acquire new private banking clients. Building and maintaining relationships with UHNI & HNI clients. Lead a team of RM and other private banking staff. Monitoring (KPIs) & reporting on business performance. Required Candidate profile Private Banking Wealth Banking UHNI & HNI Clients Sourcing PMS & AIF Management Team Leading

Role & responsibilities Drive portfolio performance: achieve financial targets and deliver ROI exceeding benchmark indices. Advise Wealth Managers on the latest investment products and asset-class views. Propose new product ideas to the Investment Committee. Optimize and automate investment processes, with due focus on regulatory compliance. Build and maintain strong client relationships through transparent updates and quarterly reviews. Assess and manage risks in alignment with client goals, ensuring confidentiality and governance. Collaborate across teams to foster a culture of strategic innovation. Maintain compliance, acquire necessary certifications/licenses, and uphold best practices. Preferred candidate profile 7 - 11years in portfolio & wealth management within a financial services or private banking environment. Proven track record of outperforming benchmark returns while managing client risk. Excellent communicator, adept at presenting to both internal stakeholders and high-net-worth clients. Strategic thinker with a proactive mindset, strong commercial acumen, and attention to detail. Deep understanding of investment productsequities, bonds, mutual funds, PMS, alternative instruments. Hands-on experience with process automation, regulatory compliance, and cross-functional projects. Relevant professional credentials (CFA/CFP/NISM) and State/CSE/NISM insurance licenses.