PRIVATE BANKING / WEALTH ACQUISITION OFFICER AT ULTRAVIOLET MICROFINANCE BANK LIMITED

About Company:

At Ultraviolet Microfinance Bank, we offer a comprehensive suite of tools and features that cater to every aspect of your lending business, from origination to repayment. Small businesses, cooperative societies and leading players in the financial services have trusted our digital products to help configure customizable loan products and term, manage risk and compliance with ease, provide a seamless borrower experience and scale lending operations efficiently. We have fused all these capabilities together to be a brand that helps you streamline your lending process, reduce complexity, and increase productivity. Our goal is to empower you to focus on what matters most - growing your business and serving your customers.

We are recruiting to fill the position below:

Job Description:

• Identify and onboard high-net-worth individuals and affluent customers.
• Mobilize and manage large-value deposits and investment funds.
• Promote private banking, savings, investment, and treasury products.
• Achieve assigned deposit and revenue targets.
• Build and maintain long-term relationships with private banking clients.
• Serve as the primary point of contact for assigned HNI customers.
• Provide personalized banking solutions tailored to clients’ financial goals.
• Conduct regular portfolio reviews and client engagement meetings.
• Advise clients on suitable savings, fixed deposit, investment, and loan products.
• Cross-sell banking services such as loans, e-channels, and payment solutions.
• Educate clients on available products and market opportunities.
• Identify credit needs of private banking clients.
• Support loan application processes and documentation.
• Monitor credit facilities to ensure timely repayment.
• Ensure full compliance with KYC, AML/CFT, and regulatory guidelines.
• Maintain accurate documentation and customer records.
• Protect customer confidentiality and uphold ethical standards.

Requirements:

Salary

Application Closing Date: Not specified

Application Instructions:

Qualified candidates should send their CV to: hr@ultravioletmfb.com using the Job Title as the subject of the mail.