RM - Private Banking
Published date: 2026/11/08
- Location: Delhi, Delhi, India
Role Details:
Department: Wealth Private Banking
Level: leadership
Role Summary:
Bespoke Investment Advisory backed by strong research and expertise across variety of asset classes
Advisory Services that provides an ‘Open Architecture Model’ that provides you access to all the product manufacturers in the market.
Customer Focused Approach that is completely aligned to your investment goals basis your risk profile
Family Office Services advising multigenerational families on investments and a host of value-added services. Family Office also covers the established Estate Planning practice advising families on their complex estate and succession planning requirements**.
Banking Solutions with customised offering and access to exclusive banking benefits including a wide variety of credit products
Role Expectations –
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.
Acquire New Clients for the firm and also develop new territories.
Be able to work with colleagues of other divisions of the bank to Cross Sell products and services to clients.
Adhere to all company processes and policies, and carry the brand through developed functional and behavioural skills.
Deliver Sales Targets
Department: Wealth Private Banking
Level: leadership
Role Summary:
Bespoke Investment Advisory backed by strong research and expertise across variety of asset classes
Advisory Services that provides an ‘Open Architecture Model’ that provides you access to all the product manufacturers in the market.
Customer Focused Approach that is completely aligned to your investment goals basis your risk profile
Family Office Services advising multigenerational families on investments and a host of value-added services. Family Office also covers the established Estate Planning practice advising families on their complex estate and succession planning requirements**.
Banking Solutions with customised offering and access to exclusive banking benefits including a wide variety of credit products
Role Expectations –
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.
Acquire New Clients for the firm and also develop new territories.
Be able to work with colleagues of other divisions of the bank to Cross Sell products and services to clients.
Adhere to all company processes and policies, and carry the brand through developed functional and behavioural skills.
Deliver Sales Targets
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