RM Private Banker

Job Responsibilities
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 Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus
 Financial Planning (FP) and Portfolio Services
 Execution of transactions post FP and on periodical basis
 Manage Private Wealth, PMS and AIF fund related queries
 Ensure delivery of various MIS reports as per requirements
 To develop short term and long term sales strategies for the WM business in line with the
overall strategic goals of the organization
 To establish standardized and efficient sales processes to ensure quality control and efficient
customer service delivery
 Ensure discipline of asset allocation
 Achieve a balance of revenue streams through sale of MF which will build a steady annuity
flow and through all other asset class
 To drive strong client servicing and client engagement parameters, to enhance market
credibility and deliver superior value proposition
 Continuous learning, to be better equipped than our competitors
 To closely observe, evaluate and monitor the client positions, portfolio allocations and
ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance
and Research Teams
 To ensure adherence to internal and external Financial advisory guidelines and Risk Policies
and ensure standards are in place to minimize mis-selling instances
 To continuously scan the competition/market and report on emerging trends or any new
development or business opportunities for WM
 Revenue Generation
 Build AUA