Senior Associate at Vitasta Consulting
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Vice President - Private Banking (10-13 yrs)
- Primary responsibilities include managing and acquiring relationships for bank's Private Banking Desk (PBG) and increasing the bank's Asset Under Management (AUM).
- Creating wealth for HNI investors, by providing well researched information on financial investments, tailored to the investors risk appetite.
- Investment Products: Direct Equities, Mutual Funds, Portfolio Management Services, Fixed Income, Bonds, Structured Products, etc.
- Responsible for driving team of Private Bankers, Investments specialists & Business Banking and Loan specialists towards achieving revenue and deposit targets through customer engagement & impeccable client servicing.
- Protection Products: Life Insurance - Traditional and Unit Linked, General and Health Insurance products.
- Lending Products: Loans against Securities, Business Banking Loans, Mortgage Loans, etc.