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Job Views:  
198
Applications:  22
Recruiter Actions:  10

Job Code

1605691

Private Banker

Upgrad Rekrut Pvt. Ltd..9 - 18 yrs.Mumbai/Pune/Goa/Nasik/Ahmedabad/Bhopal/Aurangabad
Posted 2 months ago
Posted 2 months ago

Job Purpose:

- This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank.


- They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income.

Responsibilities:

- Nurture and manage end to end customer relationships by fulfilling all their banking needs through wealth solutions provided by Bank.

- Achieve organizational objectives of high customer satisfaction scores.

- Acquire customers through natural market, open market activities, references from internal sources via existing branch and digital networks.

Preferred Candidate Experience & skills required for this role:

- Can start from Scratch & build the NTB Portfolio + AUM for the bank.

- Nurture those relationships.

- Focused on the Market, investments, Stocks, Equity, PMS & AIF products.

- Minimum required experience of 10 years will be a suitable candidate.

- Looking for candidates who are currently at Branch Managers, ASM's, RHS or any Senior RM with Private client Portfolio.

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Job Views:  
198
Applications:  22
Recruiter Actions:  10

Job Code

1605691

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