Job Summary

Location: Delhi

Experience: 3-5 Years

Job Responsibilities

- Manage high-value client portfolios (LWA Agents) and build solid relationships.

- Understand clients financial goals and provide tailored advice on products like FD, Loans, Mutual Funds, and Insurance.

- Cross-sell products to enhance relationships and drive revenue.

- Ensure compliance with Society s policies and procedures.

- Collaborate with other departments for seamless service delivery.

- Monitor clients financial performance and identify growth opportunities.

- Organize meetings and events to strengthen relationships and promote services.

- Stay updated on industry trends to offer valuable insights.

Skills Required

- Bachelor s degree in finance, business administration, or related field.





- 3-5 years of experience in team management in banking or financial services.

- Strong communication, problem-solving, and analytical skills.

- Proficient in MS Office and banking software.

- Knowledge of banking products and industry regulations.

- Ability to lead and manage a team in a fast-paced environment.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

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