Private Banker

Private Banker

Function/Department: Private Banking Group

Job Purpose:

This role is instrumental in acquisition of HNW & UHNW building relationships with the clients and assisting them for their wealth and asset mamangement. We are looking for some incredible private bankers who could manage some discretionary Portfolios

Roles & responsibilities:

• Nurture and manage end to end customer relationships by fulfilling all their banking

needs through wealth solutions.

• Competency in selling the products like Mutual Fund, portfolio management services, Alternative/Alternate Investment fund.
• Provide a seamless banking experience from a product and interpersonal point of view.
• Achieve organizational objectives of high customer satisfaction scores.
• Acquire customers through natural market, open market activities, references from internal

sources via existing branch and digital networks.

Secondary Responsibilities:

• Ensure regulatory compliance.
• High relationship management orientation; ability to forge effective relationships
• Strong focus on service delivery.
• Execution-oriented, i.e. driven to achieve results.

Education Qualification:

Graduation: Bachelor’s in engineering / Technology / Math’s / Commerce / Arts / Science / Biology / Business / Computers / Engineering / Management.

Post-graduation: MBA, PGDM.

Experience: 8+ Years of relevant experience