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Job details:
Roles And Responsibilities
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 itsimplementation to improve overall operational efficiency.
- Collaborate with other branch departments and functions to provide products and service offerings to the customer.
Education Qualification
Graduation: Any Graduate
Experience:5+ years of relevant experience in Banking or allied Business.
This job is provided by Shine.com
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