Private Banking Advisor
On-site · Mumbai, Maharashtra, India
Job Summary
Acquire new accounts from group companies and referrals; cross-sell investment and insurance products to grow the Savings/AUM portfolio; build momentum with third-party distribution (insurance, auto loans, mortgages) and drive fee income; ensure risk profiling and adherence to KYC/AML policies; monitor revenue per customer and maintain high service levels to retain and reactivate accounts; collaborate with Head RM to optimize penetration, build a strong client book, and deliver targeted relationship management for high-net-worth clients; required Graduation and 6–12 years' banking experience with strong English communication.
Required Qualifications
- Graduation
- Experience 6–12 years in relevant banking field
- English communication
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