Private Banker – Investment advisor

Private Banker – Investment advisor – 2 Years – HDFC – Hyderabad,Vishakapattanam,Vijayawada, Chennai, Coimbatore, Bangalore

Posted on November 26, 2008. Filed under: Private Banker - Investment advisor | Tags: , , , , |

HDFC Bank is a young and dynamic bank, with a youthful and enthusiastic team determined to accomplish the vision of becoming a world-class Indian bank.
Our business philosophy is based on four core values – Customer Focus, Operational Excellence, Product Leadership and People. We believe that the ultimate identity and success of our bank will reside in the exceptional quality of our people and their extraordinary efforts. For this reason, we are committed to hiring, developing, motivating and retaining the best people in the industry.

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Job Description:

Position Private Banker – Investment advisor
Work Location Hyderabad,Vishakapattanam,Vijayawada
Date Posted Monday, November 03, 2008

  • Function: Equities & Private Banking
  • Role: Private Banker
  • Grade: Deputy Manager/Manager
  • Location: Chennai /Bangalore
  • No. Of Vacancies: 3 – Hyderabad, 1 Chennai
  • Job Specification: · Business Generation on Advisory products
  • · To meet the sales targets in terms of income generated across all advisory products.
  • · To ensure high level of client satisfaction.
  • · To acquire new clients in the targeted HNI segment from outside the Bank
  • · To retain and enhance Advisory relationships that are converted
  • · To keep oneself updated on the financial markets & in advisory products / services in particular. (Equities, Mutual Funds, Asset Allocation, Derivatives)
  • · To execute cross-sell efforts as per focus of the Bank at a given point in time.
  • Job skill required: · MBA /CA / post graduation with minimum 3 years experience
  • · Experience in the area of broking / investment advisory
  • · Relationship management skills
  • · Ability to understand stocks, mutual funds and other investments
  • · Good interpersonal skills & team player
  • · Ability to take sales initiatives and operate independently
  • · Sales focussed
  • · Client Sourcing capabilities
  • Willingness to learn constantly in the finance area so that all investment products are understood
  • Note :The band will be decided based on the relevant experience of the candidate


  • Candidate must possess at least a Master in Business Admin/Post Graduate Diploma in Business Administration/Post Graduate Program in Management in any field.
  • Required skill(s): Relationship manager investment advisor.
  • At least 2 year(s) of working experience in the related field is required for this position.
  • Applicants must be willing to work in chennai,coimbatore,Bangalore.
  • Applicants should be Indian citizens or hold relevant residence status.
  • Preferably Junior Executives specializing in Banking/Financial Services or equivalent.
  • 6 Full-Time positions available.
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