Private Banker - Bank

SolveCube is an AI driven Talent Marketplace platform for middle and senior management experts. SolveCube is working with global consulting firms, mid and large enterprises, PE/VC Firms, Funded Startups across APAC and Middle East to fulfill their talent needs for permanent, short-term, part-time, interim and turnkey assignments.

On of our clients in India, a reputed and leading full-service finance House is looking for VP Private Banking to join its illustrious team.

JD - Private Banker

Qualifications:

- MBA/ PGDM from Tier 1 B-school

Work Experience (highlight) :

- 12+ years of experience in financial markets, with exposure in Wealth boutiques/ Private banking

Core Purpose of the Role:

Client Engagement :

- Build & manage the HNI/ UHNI clients (individuals and corporates) advising them on all investment and financial needs

- Enhancement of portfolio size and wallet share of existing customers with strict adherence to compliance

- Partner with customers to understand their business needs and objectives

- Effectively communicate the organizations value proposition through proposals and presentations

- Provide regular value-added engagement with client

- Generating Revenue and Business Development

- Drive and Monitor Revenue and Volume Targets

- Ensure optimal Product Penetration including fee based advisory

- Monitor and Drive consistent business with Clients

- Maintain the Market Mapping for each client

- Proactively source, acquire and expand high value customer relationship by maximizing sales and service opportunities.

- Builds an active internal network, to drive superior multi-channel/market service offering/delivery, thereby creating new opportunities with existing and/or new client

Talent Attribute:

- Good team management, relationship building and management skill

- Excellent communication and presentation skills

- Self-Motivated

- Excellent Communication and influencing skills

- Aggressive