- Manage a portfolio of high net worth individuals and corporate clients, providing personalized banking solutions to meet their financial needs.
- Identify cross-sell opportunities for various banking products such as priority banking, private banking, wealth management services to increase revenue growth.
- Develop robust relationships with existing clients through regular communication, identifying their needs and preferences to deliver tailored solutions.
- Collaborate with internal teams to resolve client queries and issues in an efficient manner.
Job Requirements :
- 1-6 years of experience in banking or related field.
- Strong understanding of banking products including demat accounts ,sip, Mutual funds
- Excellent relationship management skills with ability to build trust with HNI/corporate clients.
- Proven track record of achieving sales targets through effective cross-selling techniques.