Job Profile:
? Develops new and expands existing High Net worth Customer relationships for
liabilities by sourcing category - A priority 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 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
Job requirements:
? Developing and maintaining banking relationships with a select group of high net
worth customers through individualized customer services
? MIS generation
? Graduate - 4 -6 years of experience AMFI / IRDA
? Post Graduate - 2 -4 years of experience AMFI / IRDA
Required Skills
IC, Investment Banking Fund Management Migrations Industry and Company Research Portfolio Management Business Development Due-Diligence Continuous Process Improvements Corporate / External Audits, INVESTMENT COUNSLOR, INVESTMENT SPECIALIST
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