Private Banker

5 days ago

Bengaluru Karnataka, India InCred Wealth Full time

Private Banker in InCred Wealth plays a crucial role in building and maintaining relationships with high-net-worth clients, providing personalized financial advice, and contribute to the organization's growth.

**Responsibilities**:
Client Relationship Management:

- Build and maintain strong relationships with high-net-worth individuals.
- Understand clients' financial goals, risk tolerance, and investment preferences.
- Provide personalized financial advice and solutions.
- Proactively address client concerns and inquiries.
- Regularly interact with clients to maintain relationships and ensure satisfaction.

Investment Management:

- Develop and implement comprehensive investment strategies for clients.
- Monitor client portfolios and discuss adjustments as needed.
- Conduct investment research and analysis.
- Present investment options and recommendations to clients.

Business Development:

- Identify and cultivate potential new clients.
- Cross-sell additional wealth management products and services.
- Achieve and exceed sales objectives.

Compliance:

- Ensure adherence to all relevant regulations and compliance requirements.
- Maintain accurate and complete client records.

Reporting:

- Prepare regular reports on client activity and portfolio performance.
- Track and analyze key performance metrics.

**Experience**:

- total work: 5 years (preferred)

License/Certification:

- NISM-V-A: MF Distributors Certification Examination (preferred)

Work Location: In person

Application Deadline: 06/09/2024

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