Locations: Bangalore, Chennai and Hyderabad
Department: Global Private Wealth
About The Opportunity
We are strengthening our Global Private Wealth team with high-performing Senior Wealth Relationship Managers who want a platform that offers more freedom, higher earning potential and faster growth than traditional banks and wealth firms. If you are doing well at your current organisation but feel capped by structure, payouts or visibility, this role is designed for you.
You will work directly with leadership, manage HNI and Ultra-HNI relationships, and build a large AUM book supported by one of the strongest platforms in the industry.
Key Responsibilities
- Build, manage and grow a portfolio of HNI and Ultra-HNI clients.
- Understand client goals and deliver long-term wealth strategies.
- Lead asset acquisition across MF, PMS, AIFs, Bonds, Structured Products, Insurance and direct equity.
- Maintain high-quality engagement through proactive reviews and advisory.
- Deliver steady monthly and annual revenue and AUM growth.
- Stay updated on markets, products and regulatory developments.
- Coordinate with product, research and operations for seamless client delivery.
- Follow strong compliance, ethics and transparency.
Ideal Background
- Minimum 10 years in wealth management, private banking or advisory.
- Strong track record with HNI/Ultra-HNI clients and revenue performance.
- Strength in networking, advisory and relationship management.
- Growth-driven, disciplined and client-focused approach.
- A ready HNI/Ultra-HNI network is an advantage.
What Makes This Role Stand Out for Experienced Wealth Managers
- Faster growth compared to traditional banks, brokerage houses and NBFCs.
High performers get immediate visibility and leadership support.
- Direct access to leadership.
You work closely with me with quicker decisions and real-time guidance.
Attractive incentives, transparent payouts and international rewards for consistent performers.
- A strong and diverse product platform.
Full access to MF, PMS, AIFs, bonds, structured products, Corporate FDs, Life & General insurance and offshore products.
No rigid hierarchy. You control your book, your growth and your earnings.
- Yearly appraisals two times a year.
A clear and structured review system that rewards consistent performance.
- Transparent car reward policy.
Achievers benefit from a clear and transparent car reward plan.
High performers quickly move into leadership roles and expanded responsibilities.
Skills: mf,pms,hni,bonds,aif,insurance,wealth management,management,relationship manager
