Global Private Client : Private Wealth

A Leading Private Bank

15 to 20 yrs. Delhi , Mumbai , Hyderabad / Secunderabad
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Posted on 06 Jul 2019

Job Description

Offer Private Banking/ wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds and derivatives.
Managing relationships of super HNI clients, retaining & enhancing advisory relationships.
To enhance business development as per the set objectives of the Bank and ensure quality service to customers through Wealth Management platform, tools and techniques.
Is responsible for offering HNI Customers a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the Private Banking/ Wealth Management services and deepening the relationship.
The candidate will be responsible to drive and supervise PBG Relationship Managers to enhance the profitability of Bank’s Wealth portfolios.

Keyskills

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