Job Description :
1. Develops new and expands existing High Net Worth Customer relationships for liabilities by sourcing category A priority customer.
2. Sources new bank customers through external individual efforts and acquisition channel.
3. Ensures high levels of customer service orientation and application of bank policy.
4. Cross sells bank products to existing set of customers.
5. Inform customer for new products or product enhancements to further expand the banking relationship.
6. Plans and conducts special sales initiatives and events for prospective and existing clients.
7. Coordinates with other group companies to provide seamless access to other products.
8. Maintains complete relationship record for assigned customer accounts.
9. Excellent written and oral communication skills
10. Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
11. MIS generation.
Good Experience In to Wealth Management.
Good Knowledge Of Banking & Financial Prodcuts.
And Also Should Have Sound Knowledge Of Third Party Products.
Excellent Communication & Interpersonal Skills.