About the Role
About the Company
Our client is a well-established Indian financial services firm founded in 1964, with a strong pan-India presence across 200+ offices in 100+ cities. The organization is known for its leadership in retail financial planning and offers comprehensive wealth advisory solutions backed by a robust research and product platform.
Requirement
10+ years in Wealth Management / Private Banking / Advisory
Strong experience handling HNI & Ultra-HNI clients
Proven revenue track record; ready HNI network preferred
Locations: Bangalore | Chennai | Hyderabad
Department: Global Private Wealth
Role
Manage and grow HNI/Ultra-HNI portfolios, drive AUM and revenue growth, and deliver strategic wealth solutions across MF, PMS, AIFs, Bonds, Structured Products, Insurance & Direct Equity.
Our client is a well-established Indian financial services firm founded in 1964, with a strong pan-India presence across 200+ offices in 100+ cities. The organization is known for its leadership in retail financial planning and offers comprehensive wealth advisory solutions backed by a robust research and product platform.
Requirement
10+ years in Wealth Management / Private Banking / Advisory
Strong experience handling HNI & Ultra-HNI clients
Proven revenue track record; ready HNI network preferred
Locations: Bangalore | Chennai | Hyderabad
Department: Global Private Wealth
Role
Manage and grow HNI/Ultra-HNI portfolios, drive AUM and revenue growth, and deliver strategic wealth solutions across MF, PMS, AIFs, Bonds, Structured Products, Insurance & Direct Equity.
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