Investment Specialist-Priority Banking-Priority-Regional sales

Job Profile : . 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

Skills Required

Amfi, IRDA, Mis Generation