Senior Wealth Manager - HNI/Ultra HNI Segment - BFSI (6-13 yrs)

Senior Wealth Manager - BFSI - South Mumbai - 10+ Years

Location : South Mumbai

Channel : Retail Branch Banking

Key Responsibilities:

- Manage a portfolio of Ultra HNI clients and deliver personalized banking solutions.

- Achieve sales and portfolio growth targets across various financial products like CASA, Mutual Funds, Insurance, and Loans.

- Offer strategic financial planning and wealth management advice.

- Ensure high levels of client satisfaction through proactive relationship management.

- Cross-sell banking products and services, ensuring a comprehensive approach to meeting client needs.

Requirements:

- Minimum 5 years of experience in handling HNI/Ultra HNI clients.

- Strong knowledge of wealth management products (CASA, Mutual Funds, Insurance, Loans).

- Excellent communication and relationship-building skills.

- Proven track record of achieving targets and managing high-value portfolios.

- Graduate/Post-graduate in Finance, Business, or related field.

What's in it for you:

- Opportunity to manage and grow a portfolio of Ultra HNI clients.

- Attractive incentives based on performance.

- Professional development and career growth.

- Access to a wide range of HDFC Bank's exclusive products and services for clients.