-Prior experience in Wealth Management /Private Banking with banks/ NBFCs for minimum 3-8 years is a must.
-Should have good exposure in sale of Mutual funds, Insurance, PMS, Equities, etc.
-Should have previously worked/served in this role in the location applied for.
ROLES AND RESPONSIBILITIES :
-Develops new and expands existing High Net worth Customer relationships for liabilities.
-Ensures high levels of customer service orientation and application of bank policy.
-Cross sells existing bank products to 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.