Private Banking
Published date: 2026/11/08
- Location: Mumbai, Maharashtra, India
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.
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