- Good interpersonal and communication skills English & Vernacular
- Good Presentation skills & networking skills ability to start relationships and build rapport
- Sound knowledge of Banking Products
- Good analytical skills, ability to understand client needs and sell range of pdts
- Process Orientations self-discipline to adhere to laid down processes
- Have High integrity and professional values
- Have passion for selling and entrepreneurial orientation
Key Roles
- Achieve personal and business unit goals by implementing a variety of
- Relationship deepening technique and current business acquisition activities
- Acquiring and managing Resident and NRI clients
- Collaboration with product specialists to ensure engagement of clients with superior and tailored Banking & Wealth management solutions
- Work in close coordination with Service Delivery Ambassadors to deliver superior service to clients
- Cross-sell Trade & Fx, Wealth, Insurance products to clients
- Portfolio allocations, reviews & financial check-ups for each client according at defined frequency
- Ensuring 360 client engagement Total Client Ownership
- Ensuring adherence to Compliance processes and guidelines