BASIC ROLE INFORMATION:<br />
<br />
Function / Department / Vertical:<br />
<br />
Private Wealth Sales<br />
<br />
Educational Qualifications:<br />
<br />
MBA /Post Graduate<br />
<br />
Role<br />
<br />
Private Banker<br />
<br />
Experience<br />
<br />
5+<br />
<br />
RESPONSIBILITIES & TASKS: ( Key Responsibilities & tasks carried out by the Position in line with Job Objective )<br />
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Understand in detail clients investment needs & create a long term Asset Allocation plan.<br />
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Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.<br />
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Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M & A, and Private Equity.<br /&g...