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Private Banking

1 hour ago

Chandigarh, Chandigarh, India Waytogo Consultants Full time
  • Acquire new HNI & UHNI clients with the bank's defined threshold.
  • Expand the existing client book by tapping into referrals, corporate tie-ups, and market leads.
  • Conduct need-based financial discussions to onboard suitable products.
  • Act as a dedicated point of contact for all banking and wealth requirements of HRI customers.
  • Conduct periodic portfolio reviews and financial health checks.
  • Strengthen client relationships to maximize wallet share and reduce attrition.
  • Offer investment solutions including Mutual Funds, Bonds, Insurance, Structured Deposits, and other liability & asset products.
  • Understand clients' risk profile and recommend customised financial planning.
  • Drive revenue across investment, liabilities, insurance, and loan products.