Retail Banking Specialist

5 days ago


Jodhpur, Rajasthan, India beBeeBanking Full time ₹ 9,00,000 - ₹ 12,00,000
About This Role

We are seeking a highly skilled and experienced Retail Banking Specialist to join our team. As a key member of our sales team, you will be responsible for managing and growing a portfolio of high net worth individuals and classic banking customers.

Your primary focus will be on driving sales and cross-selling of banking products including current accounts, life insurance, general insurance, demat accounts, and investment products.

You will acquire new clients through branch walk-ins, referrals, and outbound activities, and ensure excellent customer onboarding experience and seamless integration into our classic portfolio services.

Additionally, you will conduct regular portfolio reviews and proactively offer solutions based on customer needs and market opportunities.

To succeed in this role, you must have strong knowledge of banking products and services, especially in the high net worth individual and classic portfolio segment.

Excellent interpersonal and communication skills, with a customer-first mindset, are essential for building lasting relationships and influencing clients through trust and credibility.

This is an exciting opportunity to work closely with internal teams to ensure timely service delivery and issue resolution.


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