Key Responsibilities:1. Develop and nurture relationships with existing and potential clients.2. Understand clients' financial needs and recommend suitable banking products and services.3. Act as the primary point of contact for client inquiries and issue resolution.4. Achieve branch sales targets by promoting banking products and services.5. Cross-sell and upsell financial products such as loans, mortgages, investments, and insurance.6. Identify opportunities to expand the client base and generate new business.7. Provide exceptional customer service to enhance client satisfaction and retention.8. Handle customer complaints and inquiries efficiently and professionally.9. Ensure compliance with regulatory requirements and internal policies.10. Offer financial advice and guidance based on clients' financial goals and risk tolerance.11. Conduct financial assessments and recommend appropriate investment strategies.12. Collaborate with wealth management and investment teams to deliver comprehensive solutions.13. Work closely with branch managers, sales teams, and support staff to achieve collective goals.14. Participate in sales meetings, training sessions, and team-building activities. (ref:updazz.com)
updazz .com
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