Senior Wealth Manager/Private Banker - Bank

Job Description (Past Experience is a must)

Responsible for fresh acquisition and maintenance of relationship with HNI clients

To take complete ownership of the given revenue and sales target

Plan short and medium term strategy for lead generation

Should have good presentation and communication skills

Participate in overall marketing and launch strategy along with potential customer engagement

Acquisition & managing HNI customers

Should have existing relationship in the market

Minimum Investment Size - 50 lacs to 15 crores.

- Client segment: HNW/ UHNW - clients with Financial Assets - $ 1 million (Rs. 6 Cr and above)

- Profiling Customers and provide financial products to meet customer needs

- Ensure profitability of the portfolio: Generate high Income per Customer

Salary + Equity + Profit Sharing