Privy Relationship Manager/Private Wealth Manager - Financial Markets

Roles and 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.

- Cross-Sell of third-party products like MF, PMS, and AIF.