We are looking for Private Bankers for one of the MNC Banks based out of Mumbai. The incumbent will be responsible for increasing the book size and spearheading the Private Banking business, dealing with customers.
- The incumbent will be managing ultra HNI clients, small and mid-corporates in terms of their Investment and Banking relationships. Recommending and implementing strategies for asset allocation for individuals and corporate.
- Managing client portfolios across equities, mutual funds, bonds, NCD, PMS, structures, insurance, financial planning services, Analysing and presenting research reports to the clients in terms of market volatility, macro and micro economic conditions and formulating asset allocation strategies.
- Managing banking relationships of the corporates and individuals in terms of fund based and non-fund based finance, asset funding and foreign currency loans.
- Sr Candidates with relevant experience from wealth management space with around 7-18 years of experience who are good in identifying market trends, delivering products & services as per client's requirements to increase the overall client satisfaction.
Shalu Gulliani
Lead - Financial Services
ABC Consultants
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