Private bankers are responsible for managing money and overseeing financial activities for high-net-worth individuals while also building relationships with them. They offer personal cash management, secured and unsecured credit, investment management, and interest services, among other things. They are in charge of locating possible new clients and developing a long-term relationship with them in order to manage their wealth. Private bankers assist clients in achieving their financial objectives. They provide proactive advice and consultation to clients, as well as an explanation of various financial services. They provide clients with information on investment possibilities as well as potential dangers.
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PRIVATE BANKER-leveraging 6+ years of experience
Top-performing Private Banker with over a decade of experience devising investment strategies and developing financial plans for businesses and individuals. Extensive background in financial planning, investment analysis and business development. Skilled in using centers of influence to consistently drive new business. A history of leadership with expertise managing and mentoring junior financial planners in the wealth planning process to support sales and customer service.
Greenlam Industries ltd, Noida | Jan. 2019 – Present
Sahni Natarajan & Bahl, Greater Noida | Apr. 2016 – Dec 2018
Education – MBA (Accounting and Finance) | VIPS | 2010
BBA, Indraprastha University | 2008
Languages Known: English and Hindi
~References and other documents available upon request ~
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