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Job details:
Primary Responsibilities
Handling a group of key Clients providing Financial Advisory Services to the
customers and offering Portfolio Investment Services.
It also includes use of applications actively for designing product suitability matrix,
financial planning for the customers.
Acting as an interface between the Bank and its key customers to provide complete
Banking Solutions, Portfolio Management, Wealth Management and Customer
Servicing.
To Enhance Retain customer profitability by capturing larger share of Wallet.
Ensuring compliance with branch SOP and control in sales and service.
Deepen the relationship by cross selling Banks Products.
Secondary Responsibilities
Maintain excellent relations with local dealers to help source clients to expand reach
and brand of the Bank.
Evaluate the feasibility of new initiatives in offering, channel process point of view
and ensure its implementation to improve overall operational efficiency.
Collaborate with other branch departments and functions to provide products and
service offerings to the customer.
Experience: 5 to 10 years of relevant experience in Banking or allied Business.
This job is provided by Shine.com
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