Private Banking Career Opportunity

11 hours ago


Kolkata, West Bengal, India beBeeBanking Full time ₹ 60,00,000 - ₹ 1,20,00,000
Job Opportunity: Private Banking Advisor

This role involves serving a wide range of clients through various channels.

Key Responsibilities:
  1. Acquisition:
  • Assist in executing successful events to acquire new clients.
  • Secure new accounts from group companies and existing customers' referrals.
Relationship Building / Deepening / Cross Sell:
  • Ensure steady growth of the Savings portfolio.
  • Collaborate with colleagues to establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into existing relationships.
  • Develop a robust momentum for third-party distribution (insurance, auto loans, and mortgages) and fee income to scale up client portfolio growth.
Retention:
  • Deliver top-class service to clients to maintain industry standards.
  • Monitor high net worth accounts closely to ensure regular use and growth.
  • Work towards reactivating inactive accounts or depleted balances.
Risk Management & Governance:
  • Adhere to the bank's compliance norms and policies, including Know Your Customer, Anti Money Laundering, Mis-selling, Information Protection, Operational Risk, Code of Conduct, and others.
  • Provide regular feedback on changing customer needs to relevant teams.


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