Role :
- . 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 Requirement :
. Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services. MIS generation. Graduate / Post Graduate-4 plus years of experience AMFI / IRDASkills Required
Amfi, IRDA, Mis Generation