Private Banking Advisor

Role Description

Cross Sell Initiatives

• Get Incremental AUM through various channels by way ofregular cross sell initiatives
• Enhance AUM by focusing on large Investments led NTBs
• Meet Top clients of All channels for Investments Sales
• Assist the Branches to have a good product portfolio Mix of AUMs MF v/s Non MF
• Re pricing initiative work on effectively moving Old trail Assets to New trail model

PB Initiatives

• Meet Alpha and Infinity clients regularly for strategy and product update
• Meet All Alpha clients in the region as one more touch point and the clients should have a direct contact for any input on Investments
• Help identify and present Investment strategy and opportunity to clients that RM might have missed
• Increase wallet share of the clients by bringing in their Held away portfolio
• Identify and reactivate the clients who have attrited for various reasons
• Review Large client portfolios with HRM /RM and support with ideas / optimization in product mix and sales strategy
• Assist the Branch heads (Non HRM Branches) for Investments Business reviews
• Enhance Investments sales with Business Banking, Assets and acquisition teams in all locations
• Increase cross sell of Investment Product across all channels via training, product presentation, client meetings and events

Your key responsibilities

Principal Responsibilities & Qualitative Aspects

• Assist product team to disseminate the product strategy / mix Asset Allocation and Research Outlook to sales team directly
• Increase the number of clients Sold and new client activation
• Drive the Campaigns closely across Branches
• Maintains internal control standards, including timely implementation of internal and external audit points
• Demonstrates compliance with all internal & external rules, regulations and procedures that apply to the conduct of the business

Your skills and experience

• Candidate should have excellent communication in English and well groomed.
• Minimum qualificationrequired is Graduation.
• Minimum Exp should be 10-15Years in relevant field.

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.