0 years

0 Lacs

Posted:5 days ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Job Purpose:

This role is instrumental in acquiring HNI & UHNI clients and building relationships with the bank.

They have to sell Investment products like Mutual Fund /AIF/PMS etc to Private Banking clients to generate fee income Roles & responsibilities:

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

Provide a seamless banking experience from a product and interpersonal point of view. 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.

(more AUM with a lesser number of clients is a good fit)


Secondary Responsibilities:

Ensure regulatory compliance.

High relationship management orientation; ability to forge effective relationships

Strong focus on service delivery.

Execution-oriented, i.e. driven to achieve results.

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