Personal Banker

Role Summary: The Personal Banker will be responsible for managing and growing a portfolio of high-net-worth clients, providing personalized financial advice, and ensuring exceptional customer service. This role requires a deep understanding of banking products, investment strategies, and client relationship management within the Indian financial landscape.

Key Responsibilities:

Develop and maintain strong, long-lasting relationships with a designated portfolio of clients.

Understand clients' financial needs, goals, and risk tolerance to offer tailored banking and investment solutions.

Provide expert advice on wealth management, investment products, loans, and other banking services.

Proactively identify opportunities to cross-sell and up-sell relevant financial products and services.

Ensure compliance with all regulatory requirements and internal policies.

Handle client inquiries, resolve issues promptly, and maintain a high level of client satisfaction.

Stay updated on market trends, economic conditions, and new financial products.