Trust Group - Private Banker (8-15 yrs)
Core Purpose of the Role:
- 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
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