Relationship Manager

4 days ago


Bengaluru, India 360 ONE Wealth Full time

Role Overview:An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey.Key Responsibilities:- Identify and onboard HNW clients through market research, referrals, and collaboration with internal teams- Provide tailored investment solutions across investment products like MF, PMS, AIF, Bonds, Equities, LAS, etc.- Facilitate digital onboarding and guide clients through their digital investment journey- Deepen client relationships to increase wallet share and long-term engagementRequirements:- 5+ years of experience in private banking or wealth management- Strong product knowledge and understanding of HNW client needs- Excellent communication, relationship management, and advisory skills



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