Playing Captain - Private Banking

Hiring for Playing Captain in Private Banking with a Banking firm

• Acquire, manage, and deepen relationships with HNI and UHNI clients by offering tailored wealth management solutions
• Lead, mentor and support the team to achieve individual and team revenue targets
• Act as a key point of contact for key clients, ensuring exceptional service delivery
• Drive product penetration and cross-sell opportunities within the existing and new client base
• Ensure compliance with all regulatory and internal policies while handling client portfolios
• Work closely with product, research, and operations teams to deliver holistic wealth solutions
• Track and analyze portfolio performance and report key metrics regularly

(ref : iimjobs.com)