Role:

. 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 Requirement:

. 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