AVP -Wealth Management -Bank
Offer Private Banking/ wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds, and derivatives.
• Acquiring high-value relationships into the private banking group.
• To acquire new clients in the targeted HNI segment from outside the bank.
• Managing relationships of super HNI clients, retaining enhancing advisory relationships.
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• Acquiring high-value relationships into the private banking group.
• To acquire new clients in the targeted HNI segment from outside the bank.
• Managing relationships of super HNI clients, retaining enhancing advisory relationships.