Trust Investment Advisors Reviews by Employees

Role - Private Banker Job Location - Mumbai, Delhi, Kolkata, Hyderabad, Bangalore, Chennai Work Experience (highlight) : - Above 8 years of experience in financial markets, with exposure in Wealth boutiques/ Private banking. Core Purpose of the Role: Client Engagement: - Build & manage the HNI/ UHNI clients (individuals and corporates) advising them on all investment and financial needs - Enhancement of portfolio size and wallet share of existing customers with strict adherence to compliance - Partner with customers to understand their business needs and objectives - Effectively communicate the organizations value proposition through proposals and presentations - Provide regular value-added engagement with client - Generating Revenue and Business Development - Drive and Monitor Revenue and Volume Targets - Ensure optimal Product Penetration including fee based advisory - Monitor and Drive consistent business with Clients - Maintain the Market Mapping for each client - Proactively source, acquire and expand high value customer relationship by maximizing sales and service opportunities. - Builds an active internal network, to drive superior multi-channel/market service offering/delivery, thereby creating new opportunities with existing and/or new client

Delhi NCR

Mumbai

Kolkata

Bangalore

Hyderabad

Chennai

Trust Investment Advisors - Private Banker 

Job Description for Trust Investment Advisors - Private Banker  in TRUST INVESTMENT ADVISORS PRIVATE LIMITED in  Delhi NCR Mumbai Kolkata Bangalore Hyderabad Chennai for (8-25) years of experience. Apply Now!