Private Banker- First Private- Mumbai, Pune, Nashik, Aurangabad, Ahmedabad, Vadodara, Chennai, Bhopal

Job Description:

Key Responsibilities

• Client Acquisition & Relationship Management:

  • Identify, acquire, and manage relationships with HNI/UHNI clients.

  • Build deep and trusted advisory relationships by understanding client needs across investments, banking, credit, and wealth planning.

• Portfolio Management:

  • Manage client portfolios to ensure consistent revenue growth and retention.

  • Conduct periodic reviews of client portfolios to ensure alignment with client goals and risk appetite.

• Advisory and Product Offerings:

  • Offer bespoke solutions across investment products (mutual funds, PMS, AIFs, bonds, structured products, etc.), liability products, insurance, and estate planning.

  • Maintain high standards of investment and risk advisory by adhering to internal and regulatory compliance guidelines.

• Revenue Generation:

  • Meet and exceed revenue targets across asset and liability products.

  • Drive fee-based income through advisory and structured solutions.

• Collaboration:

  • Work closely with internal teams including Investment Advisory, Credit, Research, and Risk to provide holistic solutions to clients.

  • Act as the single point of contact for clients for all their banking and investment needs.

• Risk Management:

  • Ensure KYC, AML, and other compliance processes are strictly adhered to.

  • Maintain the highest level of confidentiality and integrity with client information.