Private Banking Advisor

About the role

The primary objective is to enhance the value of the savings account portfolio through cross-sell, leading to increase in fee income, to add to that ensure acquisition of new clientele. As part of our flexible scheme, here are just some of the benefits that you’ll enjoy, Best in class leave policy. 100% reimbursement under childcare assistance benefit (gender neutral)

What you'll do

• Ensure consistent growth of the Savings portfolio
• 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
• Providing holistic advise to clients (including top clients) on investments, pension products, securities, etc

What you need

• 8–12 yrs of experience
• Cross-selling
• Wealth management
• Mutual funds
• Insurance
• Sales
• Any graduate