Private Banking Relationship Manager

2 days ago

Ahmedabad Mumbai Pune, India OM Careers Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Role & responsibilities

* 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.

Preferred candidate profile

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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