Investment Specialist-Priority Banking-Priority-Regional... New Delhi
- Category: Bank >>
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- 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
| Full-time |