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BASIC ROLE INFORMATION:<br />
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Function / Department / Vertical:<br />
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Private Wealth Sales<br />
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Educational Qualifications:<br />
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MBA /Post Graduate<br />
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Role<br />
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Private Banker<br />
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Experience<br />
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5+<br />
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RESPONSIBILITIES & TASKS: ( Key Responsibilities & tasks carried out by the Position in line with Job Objective )<br />
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Understand in detail clients investment needs & create a long term Asset Allocation plan.<br />
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Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.<br />
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Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M & A, and Private E...