Private Banking Professional - Bank

Private Banking (10+yrs of experience)

Location: Mumbai

Experience: 10 - 20 Years

Function: Others

Vacancy: 4

Job description

- Identify customer needs and provide them with right financial planning assistance and asset allocation and coordinate with product and research team for taking investment decision for the clients

- Will be responsible for acquiring preferred clients (HNI / Ultra HNI) and also develop new territories.

- Maintaining client relationships and generate AUM & IR from preferred clients. Build and deepen relationships with existing UHNI Customers to achieve an increase in the share of wallet.

- Track the HNI/Ultra HNI segment in the market for new client acquisition to research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients- portfolios.

Working Days: 5 Days a Week

Job Nature: Full Time