RM-SRM Private Banking

Role & responsibilities

PURPOSE OF THE JOB
To enhance business development as per the set objectives of the bank and ensure quality
service to the customers through wealth management techniques
KEY RESPONSIBILITIES
Customer Service
1. Offer Private Banking/ wealth management services through products like mutual
funds, structured products, insurance, asset allocation, bonds and derivatives.
2. Managing relationships of super HNI clients & retaining the relationships
3. Service the banking requirements of the super HNI clients.
Business Development
1. Acquiring high value relationships into the private banking groups
2. To achieve sales targets in terms of income generated across all advisory products in
slabs of 2crs, 1 cr and 0.5 cr.
3. To execute cross sell efforts as per focus of the bank at any given point in time.
4. To be updated on the financial markets and in advisory products / services in
particular.
5. To acquire new clients in the targeted HNI segment from outside the bank.

Preferred candidate profile

Perks and benefits