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Investment Specialist-Priority Banking-Priority-Regional... New Delhi

  • Category: Bank >>
    • Location: New Delhi, Delhi
  • Jop type: Full-time
  • Salary: ₹ Not mentioned

Job Description

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

Job details


Company Name: Candidate Experience site

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