Private Wealth Manager/Wealth Manager/Private Banker

Role & Responsibilities

- 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.

- 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.

- Products covered - Direct Equity, Mutual Funds, Portfolio Management Services (third party), Insurance and Private Equity.

- Manage and analyze client's portfolio and update them on its performance.