Job Description

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