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Role at a glance
You will
Assist in executing successful micro-events for acquisition of new clients
Acquire new accounts from group companies, family of existing customers, and referrals from existing customers
Ensure consistent growth of the Savings portfolio
Experience
8–12 years
Must-have skills
Mutual FundsWealth ManagementCross-selling
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Job description
Location: New Delhi, 18 & 20 Kasturba GM Department: Finance
We are seeking a Private Banking Advisor to join our team in New Delhi, India.
As a Private Banking Advisor, you will be responsible for enhancing the value of the savings account portfolio through cross-selling, acquiring new clients, and building strong relationships with existing customers.
Key Responsibilities:
Assist in executing successful micro-events for acquisition of new clients
Acquire new accounts from group companies, family of existing customers, and referrals from existing customers
Ensure consistent growth of the Savings portfolio
Work closely with the Head Relationship Manager to establish synergies for maximum penetration of Investment & Insurance sales
Build a robust momentum with regard to third-party distribution and fee income
Ensure Risk Profiling is done for each customer
Implement customer contact programs to ensure their share of wallet with the bank increases
Close monitoring of average revenue per customer
Requirements:
Minimum 8-12 years of experience in a relevant field
Graduation degree
Excellent communication skills in English
Well-groomed and professional demeanor
Strong knowledge of investments, wealth management, mutual funds, PMS, insurance, and acquisition of new clients
Proven ability to leverage AI tools to enhance productivity and optimize workflows
What We Offer:
Best-in-class leave policy
Gender-neutral parental leaves
100% reimbursement under childcare assistance benefit
Sponsorship for industry-relevant certifications and education
Employee Assistance Program for you and your family members
Comprehensive Hospitalization Insurance for you and your dependents
Accident and Term Life Insurance
Complimentary health screening for 35 years and above
How We'll Support You:
Training and development to help you excel in your career
Coaching and support from experts in your team
A culture of continuous learning to aid progression
A range of flexible benefits that you can tailor to suit your needs
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