Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers
. Sources new bank customers through external individual efforts and acquisition channel
. Ensures high levels of customer service orientation and application of bank policy
. Cross sells bank products to existing set of Customers
. Informs customers of new products or product enhancements to further expand the banking relationship
. Plans and conducts special sales initiatives and events for prospective and existing clients
. Coordinates with other group companies to provide seamless access to other products
. Maintains complete relationship record for assigned customer accounts
Job requirements:
. Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services
. MIS generation
. Graduate - 4 -6 years of experience AMFI / IRDA
. Post Graduate - 2 -4 years of experience AMFI / IRDA
Investment Specialist-Affluent-AFFLUENT-Investment Counselors • Mumbai, India
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