Private Bankers - Wealth Management

1) HNI / UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention).

2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity.

3) Networking and cultivating a good relationship with the clients.

4) Knowledge of - Equity and Debt based products , Loans

5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products

Skills Required

Wealth Management, Investment Advisory, Client Relationship Management, Portfolio Management, asset allocation