Private Banker Partner- First Private

Abacus Consultants; India; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Abacus Consultants seeks a Private Banking professional to acquire HNI and UHNI clients and deepen relationships by offering Investment, Insurance and other bank products to generate fee income.

You will nurture end-to-end customer relationships, provide a seamless banking experience from a product and service perspective, and work to achieve high customer satisfaction while ensuring regulatory compliance.

Responsibilities

• Nurture and manage end to end customer relationships by fulfilling all their banking needs through wealth solutions
• Provide a seamless banking experience from a product and interpersonal point of view.
• Achieve organizational objectives of high customer satisfaction scores.
• Acquire customers through natural market, open market activities, references from internal sources via existing branch and digital networks.

Job description

This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income

Roles & responsibilities

• Nurture and manage end to end customer relationships by fulfilling all their banking needs through wealth solutions


• Provide a seamless banking experience from a product and interpersonal point of view.


• Achieve organizational objectives of high customer satisfaction scores.


• Acquire customers through natural market, open market activities, references from internal sources via existing branch and digital networks.

Secondary Responsibilities

• Ensure regulatory compliance.


• High relationship management orientation; ability to forge effective relationships


• Strong focus on service delivery.


• Execution-oriented, i.e. driven to achieve results