Private Banking

Delhi

Greeting...!!! Urgent job opening for the position of Private Banking with the Leading Bank based of Delhi Location Job role: Analyzing performance of various asset classes available in the product basket and performance of client’s portfolio to give recommendations accordingly. Responsible for Managing the existing and acquiring new Wealth & HNI clients. Providing banking services to all clients by managing their portfolios in wealth, Forex, Loans and working capital requirement. Understanding HNI clients’ financial objectives and goals and designing a financial plan by allocating various products among different asset classes which generating revenues for the organization. Review and analysis of clients’ portfolio at regular interval to ensure objective based performance. Ensuring compliance with key regulatory and bank level requirements Portfolio management of ultra hni. Generating more wealth customers from existing branch banking base opening an additional line of revenue for bank. Understanding opportunities of various banking requirements of clients and suggesting accordingly in terms of investment advisory across assets and liabilities.