Job Description
We are hiring for our client based at Mumbai location for Private Banking Wealth Management Segment - Niche segment clients .
Responsibilities
• Acquire New Clients also develop new territories.
• Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services.
• Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet.
• Adhere to all company processes and policies, and carry through developed functional and behavioral skills.
Minimum Experience required is 8 years onwards with relevant skills in to Wealth Segment only.
Responsibilities
• Acquire New Clients also develop new territories.
• Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services.
• Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet.
• Adhere to all company processes and policies, and carry through developed functional and behavioral skills.
Minimum Experience required is 8 years onwards with relevant skills in to Wealth Segment only.
💡 Quick Summary
Seeking a career-building opportunity? The Private Banking position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai 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.
