Private Banker - HNI/UHNI Segment

Private Banker

- Offer Private Banking/ Wealth Management Services

- Acquiring and Managing relationships of HNI and Super HNI clients, retaining & enhancing advisory relationships.

- Service the investment requirements of HNI and Super HNI clients.

- Cross-sell of Third Party Products like MF, PMS, AIF, and LI

- To achieve sales targets in terms of income generated across all advisory products.

- To keep one self-updated on the financial markets and in advisory products/services in particular.