Vice President/Cluster Head - Private Banking

Job Role:

- Acquiring, managing and developing HNI/UHNI relationships.

- Sourcing New relationships

- 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

- 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.