AIWMI

Careers in Private Banking/ Wealth Management
  • Sustaining healthy relations with the HNWI clients. 
  • Managing marketing of Private Banking Products/ Services and ensuring attainment of business targets. 
  • Providing advisory support to clients on:
    • Complete home office and Trust/ Foundation structures. 
    • Range of products like Equity (Direct/ Options), Alternate Investment Products (Swaps, DCI’s, NDF’s, etc.), Debt Products (Bonds), Hedge Funds, ETF’s, Mutual Funds as well as Currency Strategies. 
    • Specific market directions with regard to specific geographies, as per their business interests. Suggesting suitable investment opportunities to the clients. 
  • Generating leads from existing clients for GB (Global Banking). Providing appropriate solutions to clients for helping them meet their corporate finance/ structured finance requirements. 
  • Providing vital updates with regard to KYC on clients and furnishing detailed reports to Credit/ Compliance Teams 
  • Driving the set up of the Private Banking initiative including institutionalisation of processes for the cross sell initiative with Retail Banking & Corporate Banking. 
  • Providing advisory support to clients on direct equity, debt and structured products. Liaising with large corporate clients for debt syndication and structured equity advisory (IPO, QIP and Private Equity). 
  • Expanding the customer base and achieving product sales & revenue targets for private banking and investments. 
  • Building investments proposition for consumer banking domain and creating a financial planning platform for investment advisory services.

 

 
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