Job purpose :
Developing and maintaining banking relationships with a select group of high net worth salaried customers through individualized customer services
Job Role:
Develops current and expands existing High Net worth salaried Customer relationships for liabilities by sourcing category – A priority corporate salary customers.
Sources new bank customers through external individual efforts and acquisition channel
Ensures high levels of customer service orientation and application of bank policy
Cross sells bank products to existing and new set of Customers
Informs customers of new products or product enhancements to further expand the banking relationship
Plans and conducts special sales initiatives and events for prospective and existing clients
Coordinates with other group companies to provide seamless access to other products
Maintains complete relationship record for assigned customer accounts
Requirements
Job Requirement:
Graduate - 4 -6 years of experience AMFI / IRDA
Post Graduate - 3 - 5 years of experience AMFI / IRDA
Solid back ground on Cross Selling
Good inter personal skills & Relationship Management skills
Valuable communication skill
Presentable as RMs will be interacting with Mid to High-level corporate employee.
Having some knowledge of the equity market.