09 Sep
|
Worldotalent
|
Jalandhar
09 Sep
Worldotalent
Jalandhar
Roles and Responsibilities :
- Manage high net worth individual (HNI) clients' financial portfolios, providing tailored investment advice and solutions.
- Develop and maintain strong relationships with existing HNIs to identify recent business opportunities and cross-sell banking products.
- Collaborate with internal teams to ensure seamless delivery of services, including trading, custody, and settlement processes.
- Analyze market trends and economic indicators to make informed investment recommendations.
Job Requirements :
- 2-19 years of experience in the banking industry, preferably in CASA or HNI sales roles.
- Strong understanding of capital markets, derivatives, equity research, fixed income instruments, mutual funds, private banking/wealth management concepts.
- Excellent communication skills for building rapport with high-net-worth individuals.
📌 Personal Banker / Wealth Realtionship Manager (Jalandhar)
🏢 Worldotalent
📍 Jalandhar