Private Banker - Financial Services

- This job is responsible for managing the portfolio of the clients, providing them best solutions & services, which help them to grow there wealth with Multiple Solutions.

Profile Comprehension & Required Skills :

- To do the entire portfolio analysis of your clients.

- Performing need analysis of the HNI & Ultra HNI client's requirement and doing their 360 degree financial planning / wealth management.

- Managing and improving relationship values with existing HNI & Ultra HNI client's.

- Selecting products for the HNI & Ultra HNI client's according to their requirements from all liabilities products.

- Formulating strategies to expand the HNI & Ultra HNI client's base.

- Maintaining long term relationships with existing HNI & Ultra HNI clients so as to increase the revenue base for the company.

- Cross-sell products and services to both new as well as existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements basically through financial planning process.

- Achieving financial goals of the HNI & Ultra HNI clients through various product line like LI, MF, FI, GI, Real Estate, etc.

Solutions :

- Mutual Funds (MF) (mandatory knowledge)

- Life Insurance (LI)

- General insurance (GI)

- Health Insurance

- Fixed Deposits (FD)

- Liability Products

- CPOF

- FMPS

- Real Estate

- SIP

- Golds

- Bonds