BASIC ROLE INFORMATION:

Function / Department / Vertical:

Private Wealth Sales

Educational Qualifications:

MBA /Post Graduate

Role

Private Banker

Experience

5+

RESPONSIBILITIES & TASKS: ( Key Responsibilities & tasks carried out by the Position in line with Job Objective )

Understand in detail clients investment needs & create a long term Asset Allocation plan.

Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.

Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M & A, and Private Equity.

Handle the clients’ investment portfolio; the core thrust is on asset allocation and managing complete family wealth.

Managing team and client relationships and generating AUM from preferred clients.