Careers
Current Openings
Sr. Relationship Manager
Sr. Relationship Manager (No.of position-2)
CTC: 10 LPA and above (depending on the candidate’s profile and relevant experience).
Experience: 5 years and above in Private Banking or Wealth Management.
Experience: 5 years and above in Private Banking or Wealth Management.
Key Responsibilities
- Acquire and manage HNI, Affluent, and Emerging HNI clients.
- Build and maintain long-term client relationships.
- Advise clients on investment and wealth management solutions.
- Conduct portfolio reviews and financial planning discussions.
- Generate new business through referrals, networking, and prospecting.
- Drive AUM growth and revenue generation.
- Ensure high levels of client satisfaction and service excellence.
Desired Profile
- Experience in Wealth Management, Private Banking, Financial Advisory, or Investment Services.
- Strong relationship management and client acquisition skills.
- Understanding of investment products such as Mutual Funds, PMS, AIFs, Insurance, Bonds, and NPS.
- Excellent communication and interpersonal skills.
- Existing HNI client network will be an added advantage.
Jr. Relationship Manager
Jr. Relationship Manager (No.of position-5)
CTC: 5-7 LPA (depending on the candidate’s profile and relevant experience).
Experience: 2-4 years in Private Banking or Wealth Management.
Key Responsibilities
- Acquire and manage Retail and Emerging HNI clients.
- Build strong client relationships and provide wealth management solutions.
- Conduct portfolio reviews and financial planning discussions.
- Generate new business through referrals and networking.
- Drive AUM growth, revenue generation, and client satisfaction.
Desired Profile
- Experience in Wealth Management, Private Banking, Financial Advisory.
- Strong client acquisition and relationship management skills.
- Knowledge of Mutual Funds, Insurance and other Investment Products.
- Excellent communication and interpersonal skills.
- Existing client network will be an added advantage.