The Position:

Our client is seeking for a professional for the position of Private Banker.

Key responsibilities:

Client Management/ Servicing

Serve as a dedicated single point of contact for 30-40 HNWI clients

• Portfolio management: Review individual account relationships to determine the banking and investment needs of clients
• Identify the risk profile of the customer
• Identify potential investment products for clients
• Counsel client on emerging financial issues, new bank products and services, regulatory tax changes, and the general financial environment, in order to advise them of the impact on their personal/corporate wealth and bank- related services
• Product Advice: Leverage product experts to generate product specific investment ideas for clients
• Processes
• Ensure proper documentation for smooth transaction execution and customer service
• Ensure advisory processes are consistent with defined compliance norms
• Prepare KYC reports of client
• Knowledge:Build knowledge on available products – Coordinate with product/research group in the JV and IA

Client Acquisition

• · Create and maintain specific business and marketing plan for existing/new customers
• · Leverage networks, partnership, and sources of leads and referrals to access prospective clients
• · Interact with internal referral sources to recognize qualified prospects and referral opportunities
• · Participation in events to meet current and prospective clients as well as to educate clients on investment products (e.g., Indian gallery event, investment seminar etc.)
• · Refer clients seeking business advisory services to corporate banking/capital markets team
• Actively cross sell / provide referrals to otherGroup Business Units/ Product groups

The Requirements:

• · Minimum 8 years of experience in the banking sector with emphasis on investment planning
• · Minimum 5 years experience in managing HNI relationships
• · Excellent working knowledge of financial planning, investment concepts and products and capital markets
• · Knowledge and understanding of Indian and Global financial markets and active interest in the same
• · Knowledge of corporate banking products and services
• · High aptitude for client relationship management and business development
• · AMFI/IRDA certification will be an added advantage

Personal attributes

• · Strong sales mindset
• · Effective and clear oral and written communication
• · Pleasing personality

Applicants must have current and valid documentation to live and work in India. Full referencing, qualification verification and pre employment screening form part of our standard process.

Interested candidates should register at our website www.futurestep.com by responding to the appropriate Opportunity Code IN67117

For further information, please contact Anukruti on 91-22-61478104

Futurestep requires all interested applicants to register their details on the Futurestep site and apply for the position online. This process is free of charge and your registration is confidential.

The Following Steps will assist you in applying for the role. We suggest you print these out before proceeding further.

Already registered with Futurestep -
1.Click the “Apply” Button
2.Enter your User Name and Password
3.Click the “Go” Button
4.If required, please specify how you found out about the role you are applying for – once completed click “save & continue”
5.Attach a cover letter – this step is optional
6.Click “Finish”
7.You will be taken to your home page – go to the “My Opportunities” Section on the right hand side and check that the role you have just applied for is listed.
8.When you are ready to end your session, Click “Log Out” on the top Left Hand Corner

New to Futurestep
1.Click the “Apply” Button
2.Go to the “New to Futurestep” Section
3.Enter a User Name and Password (at least 6 characters)
4.Click “Register Now”
5.If required, please specify how you found out about the role you are applying for – once completed click “save & continue”
6.Attach a cover letter – this step is optional
7.Click “Finish”
8.Complete the Basic Registration
a.Business Card Details (Name, Current Position & Company, Level, Tenure, Contact Information)
b.Click “Save”
c.Upload your Resume (Browse, find file, select language and click upload)
d.Complete Industry, Function and Education (Education is optional)
9.Click “Finish”
10.You have now successfully completed the basic registration and applied for the role
11.You will have the option of completing the full registration, should you have time
12.When you are ready to end your session, Click “Log Out” on the top Left Hand Corner

Your application for this specific role will be acknowledged within 5 days of completing your registration online, if you do not receive an acknowledgement please contact Anukruti on the number above

Thank you for your interest in this opportunity. We will get back to you in 2-4 weeks with the status of your application.