Private Banker - Wealth Management - HNI/UHNI

We are seeking a Private Banker for one of the established Bank which focuses on managing high-net-worth client portfolios, providing investment advice, and building strong client relationships, while also adhering to compliance and regulatory.

Role/Job Title: Private Banker

Job Purpose: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income.

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.

Experience: 10+ Years of relevant experience in Private Banking.

Location: PAN India