Job Description
"Key responsibilities
Relationship Building / Deepening / Cross Sell - Ensure consistent growth of Investment
AUM CASA portfolio. Work closely with the Head RM to establish synergies with
different channels for maximum wallet share.
Ensure all business happens strictly within the compliance guidelines amp; framework of the
bank
Retention - Ensure top class service delivery to clients to be in line with the best in the
industry. Monitor high net worth accounts closely to ensure that customers continue regular
use the account and grow balances. Work towards reactivating accounts which have stopped
transacting or depleted in balances. Assist in resolving service hurdles to create a delight
situation for customers.
Risk Management Governance - Ensure awareness and adherence with the Know Your
Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection
Policy, Operational Risk, Code of Conduct and other laid down compliance norms of the
bank as stipulated from time to time. Provide regular feedback on the changing customer
needs to the Product team and Service Quality team. Optimum usage of Financial
Planning Tool. Any suspicious transaction to be immediately reported to the Area Manager.
Promotion of Alternate Channels. Increase customer contact ability by capturing email
address and mobile number.
Acquisition - Assist Head RM in executing successful micro-events for acquisition of new
clients. Acquire new accounts from group companies / family of existing customers. Acquire
new accounts from referrals from existing customers"
Job Title: Private Banking Advisor - PBRM
Industry: Banking
Functional Area: Private Banking Advisor - PBRM
Qualifications MBA
No. of vacancies: Multiple
Experience: Min 5 -6 years
Annual CTC: 22.5 LPA
Job Location: Chennai
Mandatory Key skills: branch banking, acquisition, CASA, portfolio
Email ID for responses
Contact No. for responses
Shine User ID/Login ID To Be Used
This job is provided by Shine.com
Relationship Building / Deepening / Cross Sell - Ensure consistent growth of Investment
AUM CASA portfolio. Work closely with the Head RM to establish synergies with
different channels for maximum wallet share.
Ensure all business happens strictly within the compliance guidelines amp; framework of the
bank
Retention - Ensure top class service delivery to clients to be in line with the best in the
industry. Monitor high net worth accounts closely to ensure that customers continue regular
use the account and grow balances. Work towards reactivating accounts which have stopped
transacting or depleted in balances. Assist in resolving service hurdles to create a delight
situation for customers.
Risk Management Governance - Ensure awareness and adherence with the Know Your
Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection
Policy, Operational Risk, Code of Conduct and other laid down compliance norms of the
bank as stipulated from time to time. Provide regular feedback on the changing customer
needs to the Product team and Service Quality team. Optimum usage of Financial
Planning Tool. Any suspicious transaction to be immediately reported to the Area Manager.
Promotion of Alternate Channels. Increase customer contact ability by capturing email
address and mobile number.
Acquisition - Assist Head RM in executing successful micro-events for acquisition of new
clients. Acquire new accounts from group companies / family of existing customers. Acquire
new accounts from referrals from existing customers"
Job Title: Private Banking Advisor - PBRM
Industry: Banking
Functional Area: Private Banking Advisor - PBRM
Qualifications MBA
No. of vacancies: Multiple
Experience: Min 5 -6 years
Annual CTC: 22.5 LPA
Job Location: Chennai
Mandatory Key skills: branch banking, acquisition, CASA, portfolio
Email ID for responses
Contact No. for responses
Shine User ID/Login ID To Be Used
This job is provided by Shine.com
💡 Quick Summary
Seeking a career-building opportunity? The Private Banking Advisor | PBRM position is now open for candidates interested in the Bank Jobs sector. This role in New Delhi offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
