Senior Private Banker - HNI/UHNI - Bank/NBFC

Job Role:

Acquiring, managing and developing HNI/UHNI relationships.

Sourcing New relationships for the Bank

Asset allocation analysis & Financial Planning

Handling a portfolio of HNI clients

Growing share of wallet of the client's total portfolio

Understanding the client's needs and be able to advise effectively on portfolio decisions and suitable investment ideas

Portfolio monitoring and analysis

Cross-sell of non-Mutual Fund, real estate, estate planning, private transactions and other ancillary offerings (mortgage loans, insurance, etc.)

Candidate Profile:

- Candidate should be full time MBA/PGDM, with specialization in Finance with relevant work experience

- Should have thorough knowledge of financial markets and different asset classes

- Should preferably carry his/ her own base of clients who can be introduced to the Client Associates proposition

- Should have an excellent network of clients and prospects who can be tapped for business

- Should currently be handling atleast 200crs and above

We have multiple roles- Individual/ Team Handling/ Cluster Head Roles, etc.

Salary offered: 20 - 50 LPA