Job Profile:Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customersSources new bank customers through external individual efforts and acquisition channelEnsures high levels of customer service orientation and application of bank policyCross sells bank products to existing set of CustomersInforms customers of new products or product enhancements to further expand the banking relationshipPlans and conducts special sales initiatives and events for prospective and existing clientsCoordinates with other group companies to provide seamless access to other productsMaintains 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 servicesMIS generationGraduate - 4 -6 years of experience AMFI / IRDAPost Graduate - Minimum 8 years of experience AMFI / IRDA
Job Title
Investment Specialist