Acquire new HNI/UHNI clients through network, referrals, and banking channels
Manage an assigned client portfolio and act as primary relationship owner
Conduct periodic portfolio reviews and wealth planning discussions
Enhance client engagement, retention, and wallet share
Provide advisory across investments: Mutual Funds, PMS, AIFs, bonds, equities, structured products, insurance
Understand client risk profile, investment horizon, tax considerations
Design customized asset allocation & portfolio strategies
Monitor portfolio performance and rebalance when required
Deliver AUM growth, revenue, and cross-sell targets
Generate fee income through advisory and investment product penetration
Identify opportunities for NTB (new-to-bank) and deepening existing relationships
Cross-sell entire bank product suite:
liabilities
lending
cards and digital banking
Partner with product teams and specialists (investment/insurance/FX/lending)
Ensure strict adherence to regulatory guidelines (RBI/SEBI/AMFI/IRDAI)
Adhere to AML/KYC and risk suitability norms
Maintain high compliance standards in advisory and sales practices
Handle audits and internal control requirements
Provide single-point service resolution for wealth clients
Deliver superior client experience with timely query handling
Coordinate with operations/back office for smooth transactions
Stay updated on markets, macro trends, investment products
Educate clients on product risk-return characteristics
Conduct investment awareness and client engagement sessions

Wealth Client Partner

Waytogo Consultants

Job Description

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