Job Description:

Roles and Responsibilities:

Primary Responsibilities:
Handling a group of key clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services.
It also includes use of applications actively for designing product suitability matrix, financial planning for the customers.
Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing.
To Enhance & Retain customer profitability by capturing larger share of Wallet.
Ensuring compliance with branch SOP and control in sales and service.
Deepen the relationship by cross selling Banks Products.

Secondary Responsibilities:
Maintain excellent relations with local dealers to help source clients to expand reach and brand of the Bank.
Evaluate the feasibility of recent initiatives in offering, channel & process point of view and ensure its implementation to improve overall operational efficiency.
Collaborate with other branch departments and functions to provide products and service offerings to the customer.

Education Qualification:

Graduation: Any Graduate

📌 Idfc First Bank Noida
🏢 Acura Solution
📍 Noida