Description
We are seeking a Private Banking Advisor to join our team in Gurgaon, India. As a Private Banking Advisor, you will be responsible for enhancing the value of our 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
- Excellent communication skills in English
- Well-groomed and professional demeanor
- Graduation degree required
- 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
- Complementary Health screening for 35 years and above