Private Banking Advisor, AS

Job Title: Private Banking Advisor

Corporate Title: Associate

Location : Mumbai, India

Role Description

Private Clients - Private Banking is responsible for managing the private banking client portfolio and developing investment strategies based on the banks management philosophy and client objectives.

Work includes:

• Being first point of contact for clients and representing the bank in the market
• Building client relationships and market network
• Attracting and acquiring new clients
• Providing holistic advise to clients (including top clients) on investments, pension products, securities, etc.
• Ensuring client satisfaction
• Maintaining quality requirements and necessary regulatory requirements and approvals

Your key responsibilities:

Private Clients - Private Banking is responsible for managing the private banking client portfolio and developing investment strategies based on the banks management philosophy and client objectives.

Work includes:

• Being first point of contact for clients and representing the bank in the market
• Building client relationships and market network
• Attracting and acquiring new clients
• Providing holistic advise to clients (including top clients) on investments, pension products, securities, etc.
• Ensuring client satisfaction
• Maintaining quality requirements and necessary regulatory requirements and approvals

Your skills and experience

RM is responsible for managing the private banking client portfolio and developing investment strategies based on the banks management philosophy and client objectives.

Responsibilities includes:

• First point of contact for clients and representing the bank in the market
• Building client relationships and market network
• Attracting and acquiring new clients
• Providing holistic view to clients (including top clients) on investments, pension products, securities, etc
• Ensuring client satisfaction and maintaining quality requirements and necessary regulatory requirements and approvals.

How we ll support you

• Training and development to help you excel in your career.
• Coaching and support from experts in your team.
• A culture of continuous learning to aid progression.
• A range of flexible benefits that you can tailor to suit your needs.