Senior Financial Services Professional

3 days ago

bangalore, India beBeeInvestment Full time

Job OverviewThe Investment Specialist role involves delivering exceptional service to affluent customers, ensuring regulatory compliance, and collaborating with internal teams.Key responsibilities include managing personalized service requests, resolving complaints in a timely manner, and fostering customer relationships through cross-selling and relationship-building initiatives.The ideal candidate will possess excellent communication skills, a customer-centric approach, and knowledge of banking norms and processes.RequirementsExcellent communication and interpersonal skills, with the ability to effectively interact with customers and colleagues.A high level of professionalism, courtesy, patience, and politeness in all interactions.Strong teamwork and collaborative mindset, with the ability to work effectively in a fast-paced environment.Proficiency in Microsoft Excel and other relevant software applications.Demonstrated understanding of banking regulations and industry best practices.Minimum educational qualification: Graduate degree.Additional ResponsibilitiesContribute to service-quality scorecards by delivering performance metrics and insights.Engage in customer visits for service-related activities and profiling, providing a personalized experience.

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