Private Banker - NBFC Platform - Delhi NCR

Delhi Permanent
  • Robust product platform
  • Industry leading compensation

About Our Client

Our client is a boutique NBFC wealth management set-up catering to investment needs to UHNI clients and offering them best in-class solution

Job Description

  • Manage a private banking portfolio of individuals with high-net worth strategies, solutions, and advice that is customized to the client's needs.
  • Develop and maintain client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service.
  • Act as advisor, providing financial research and relevant information
  • Generate leads and develop prospects, network to identify referrals to new clients/prospects
  • Identify and execute on new business opportunities with existing clients
  • Ensure all client inquiries and problems are handled effectively and resolved
  • Develop tailor made long term solutions for clients
  • Ensure clients are on-boarded appropriately including all required documentation is complete and accurate

The Successful Applicant

  • Has a book size of ~ 200 Cr
  • Strong client base in the Delhi NCR Market
  • Should be an individual contriubtor or wlling to move into one

What's on Offer

  • Strong product platform
  • Industry leading performance pay
Quote job ref
4032825

Job summary

Location
Job Type
Job Reference
4032825