Private Banker

Private Banker

Roles & responsibilities:

- Nurture and manage end to end customer relationships by fulfilling all their banking needs through wealth solutions provided by the Bank.

- 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 relationship.

- Strong focus on service delivery.

- Execution-oriented, i.e. driven to achieve results.

Managerial & leadership responsibilities:

- Team development.

- Ensuring the team is adequately staffed. Target achievement of team members.

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

Post-graduation: MBA, PGDM.

More details:

- A hunter- HNI\UHNI

- Sell Investment & Insurance & other bank products to Private Banking clients to generate fee income.

- AUM: - 80+ crores of investment AUM in AIF, PMS, or Mutual Funds (excluding insurance and CASA). 50-60% existing AUM to be bought to the new role.

- Monthly Sales Target: - 3+ crores in net sales per month.

- 80- 100 clients with no retail clientele - focus only on true wealth clients.

- Clients: banking or NBFC-based. which is non negotiable

- Compliance

- 10+ years of experience in Private Banking

Education: Graduation + MBA- Non negotiable