Job Description
BASIC ROLE INFORMATION:<br />
<br />
Function / Department / Vertical:<br />
<br />
Private Wealth Sales<br />
<br />
Educational Qualifications:<br />
<br />
MBA /Post Graduate<br />
<br />
Role<br />
<br />
Private Banker<br />
<br />
Experience<br />
<br />
5+<br />
<br />
RESPONSIBILITIES & TASKS: ( Key Responsibilities & tasks carried out by the Position in line with Job Objective )<br />
<br />
Understand in detail clients investment needs & create a long term Asset Allocation plan.<br />
<br />
Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.<br />
<br />
Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M & A, and Private Equity.<br /&g...
<br />
Function / Department / Vertical:<br />
<br />
Private Wealth Sales<br />
<br />
Educational Qualifications:<br />
<br />
MBA /Post Graduate<br />
<br />
Role<br />
<br />
Private Banker<br />
<br />
Experience<br />
<br />
5+<br />
<br />
RESPONSIBILITIES & TASKS: ( Key Responsibilities & tasks carried out by the Position in line with Job Objective )<br />
<br />
Understand in detail clients investment needs & create a long term Asset Allocation plan.<br />
<br />
Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.<br />
<br />
Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M & A, and Private Equity.<br /&g...
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Submit ApplicationJob Details
- Location Kolkata, West Bengal
- Job Type Contract
- Category Advertising, Marketing, Promotions, Public Relations, and Sales Managers
- Posted Date June 29, 2026
- Application Deadline August 08, 2026