Private Banker

Work Level: Individual

Core: Communication Skills

Leadership: Building Work Relationships

Role: Wealth Sales

Industry Type: Banking

Function: Retail Banking Sales

Key Skills: Retail Banking,Private Banking,Private Wealth,Wealth Management,Portfolio Handling,Ultra HNI

Education: Graduate

Note: This is a requirement for one of the Workassist Hiring Partner.

Primary Responsibility:

Dealing with HNI and Ultra HNI Clients.

1. Accountable for achieving monthly & annual sales targets, as agreed. Ensure proper implementation & execution of relationship management & investment advisory strategies. Ensure proper sales spread between products. Aim to balance NTB (New to Bank customers) with increased penetration of existing customers to deepen the wallet share.
2. Drive and deliver a radical improvement in customer service in the local market through dynamic service leadership and the implementation of customer service strategy.
3. Ensure highest levels of customer satisfaction. Interact with new customers to detail & explain all features & functions of products & assist in on-boarding of customers. Ensure service levels are constantly improving.

Company Description

Workassist is an online recruitment and employment solution platform based in Lucknow, India. We provide relevant profiles to employers and connect job seekers with the best opportunities across various industries. With a network of over 10,000+ recruiters, we help employers recruit talented individuals from sectors such as Banking & Finance, Consulting, Sales & Marketing, HR, IT, Operations, and Legal.

We have adapted to the new normal and strive to provide a seamless job search experience for job seekers worldwide. Our goal is to enhance the job seeking experience by leveraging technology and matching job seekers with the right employers.

For a seamless job search experience, visit our website: https://bit.ly/3QBfBU2

(Note: There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well).

So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don't hesitate to apply today. We are waiting for you!