Senior Private Banker - NBFC

About the client:

- Company Name: Motilal Oswal Financial Services Limited

- Industries: Banking / Financial Services / Broking

- Company Type: Forbes Global 2000

- Funding Stage: Series D and beyond

- Headquarter Location: Delhi NCR

- Nature of Offering: Service

- Founding Year: 1987

- No of Employees: 5001-10000

Senior Private Banker with Leading NBFC and Bank across all Metros.

Candidate would be responsible for developing and sustaining HNI / U HNI relationship by consistently achieving the strategic goals / objectives of clients & management. Candidate should comply with applicable rules, regulations and processes as defined by regulators / management.

PRINCIPAL ACCOUNTABILITIES :

- Customer Advisory and Relationship Management : Candidates should be able to advice clients based on their goals / needs through financial planning, asset allocation and identifying right products to meet their requirement.

- Acquisition of New Clients - Candidate apart from bringing significant client relationship & AUM should also source new customers through individual efforts.

- Processes and Products understanding and compliance - Candidate apart from having good product knowledge should also understand macro-economic developments which will enable him to suggest appropriate strategy to customers.