Private Banker

A leading firm is seeking to hire Private Bankers in Hyderabad /Chennai/Bangalore for

Individual Contributor roles

Team Handling roles

Key Responsibilities:

Financial

• To contribute to the achievement of the financial targets and business composition goals of the firm
• Identify and build high-quality client relationships within the target segment through networking

measures and by cultivating existing relationships that yield meaningful referrals.

• Adopt efficient pricing and cost-control measures to ensure profitable client relationships.
• Undertake initiatives to drive increase in shared of wallet of existing relationships.
• Supportmarketinginitiatives e.g. special campaigns, events, presentations etc.

Client

• Ensure a high degree of client engagement and satisfaction by maintaining high standards of conduct

and service in the delivery of the proposition.

• Achieve good client outcomes through proper client profiling and ensuring that wealth managers

follow model portfolios, house views, and product suitability and disclosure guidelines.

• Minimize instances of client complaints and ensure that complaints are resolved within defined

turnaround times.

• Obtain and apply client insights to aid the enhancement of client experience and to improve the

service delivery model.

Should you be interested in knowing more, Please connect to Avinash Bandla at

+91-8919140400