- Manage relationships with existing clients to identify their financial goals and provide tailored investment solutions.
- Open new accounts, process transactions, and maintain accurate records in a timely manner.
- Identify cross-selling opportunities for mutual funds, insurance products, and other relevant financial services.
- Provide exceptional customer service by resolving client queries and concerns promptly.
Job Requirements :
- 1-8 years of experience in account opening, SIP (Systematic Investment Plan), or mutual funds sales.
- Robust understanding of banking operations and regulations.
- Excellent communication skills with ability to build strong relationships with clients.