Private Banker

Requirements

Private Bankers

Hyderabad and Bangalore

Individual Contributors

Team Leaders

Key Responsibilities:

• Deliver comprehensive and tailored financial planning and advisory services to HNI and UHNI clients.
• Develop long-term, trusted relationships with clients by deeply understanding their financial goals and risk profiles.
• Provide strategic investment advice across a diverse range of wealth products including:
• Mutual Funds (MF)
• Portfolio Management Services (PMS)
• Alternative Investment Funds (AIF)
• Drive cross-selling and upselling of investment and wealth products to meet revenue and product-wise targets.
• Proactively identify and engage potential clients through market intelligence, referrals, and strategic networking.
• Monitor client portfolios and offer timely advice based on market changes, product performance, and evolving client needs.
• Maintain high service standards, ensuring client satisfaction and adherence to compliance norms.
• Collaborate closely with internal teams including operations, compliance, and investment research to deliver seamless service.
• (For team handling roles): Lead a team of private bankers, ensuring performance metrics are met. Provide mentorship, regular training, and strategic guidance to develop team capabilities and drive business growth.
  

Required Skills & Qualifications:

• Minimum 4+ years of experience in private banking, wealth management, or financial advisory services.
• Proven track record of managing HNI/UHNI relationships and delivering comprehensive financial solutions.
• Deep understanding of financial markets, investment vehicles, and regulatory landscape.
• Strong sales orientation with the ability to meet and exceed financial product targets.
• Exceptional communication, interpersonal, and relationship-building skills.
• Ability to work independently as well as part of a team in a high-performance, target-driven environment.
• For team handling roles, prior experience in team leadership and people management is a must.
• Preferred certifications: CFP, NISM, or equivalent industry certifications (a plus, but not mandatory).