Senior Role - Private Banker - HNI/Ultra HNI Segment

- Identify customer needs and provide them with right financial planning assistance and asset allocation and coordinate with product and research team for taking investment decision for the clients.

- Analyse client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, SIP, and Equity etc.

- Will be responsible for acquiring preferred clients (HNI / Ultra HNI) and also develop new territories.

- Maintaining client relationships and generate AUM & IR from preferred clients. Build and deepen relationships with existing UHNI Customers to achieve an increase in the share of wallet.

- Track the HNI/Ultra HNI segment in the market for new client acquisition to research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients- portfolios.

- Adhere to all company processes and policies. Fulfilling the compliance standards in Financial Planning, Asset Allocation, and Product Sales and managing Delinquencies by ensuring proper Sales Process.

- Training and ensuring seamless induction of newly joined team members and managing attrition within the team.

- Responsible for achieving targets based on acquisition and revenue generation through equity.

- Building and managing a team of 04 - 05 Managers / AM / RM's.