HNI Wealth Manager/Private Banker - Bank

REQUIREMENTS FOR THE POSITION

- The candidate must have an active book of INR 150 - 200 Cr

- 7 - 14 years of relevant experience in Wealth Management / Private Banking

- Sound knowledge of financial products

- Qualification: MBA / CA / CFA

- Good performer in the current role / organization

ROLES AND RESPONSIBILITIES

- Maintain the grow the AUM / Book Size

- Address HNI and ultra HNI clients for investment requirements, through exclusive product bouquets

- Ensure seamless service delivery to HNI / UHNI clients

- Assist the clients in achieving their long and short term investment goals via proper profiling and offering of suitable products

- New Business Development - Acquiring and effectively manage the relationship of HNI and UHNIs Clients

- Ensure profitability of the portfolios managed

- Deepen the client relationship and offer services according to customer needs.