Business Development Financial Advisor

2 days ago


Cochin Kochi Ernakulam Coimbatore, India beBeeFinancialAdvisor Full time ₹ 5,00,000 - ₹ 10,00,000

Job Overview:

  • Key Performance Indicators (KPIs): Quality CASA Acquisitions
  • Target Customer Segments: High Net Worth Individuals and Business Owners
  • Core Competencies: Strategic Selling, Relationship Building, and Negotiation
  • Essential Skills:
    • Effective Communication
    • Problem-Solving Abilities
    • Time Management
    • Adaptability

Responsibilities:

  1. Drive business growth by acquiring high-quality Current Account & Saving Account (CASA) customers.
  2. Focus on cross-selling Life Insurance products, Mutual Funds, Gold investments, Trade/FX services, and Asset management solutions to existing customers.
  3. Maintain a strong customer relationships through regular interactions and provide personalized service to meet their financial needs.
  4. Ensure compliance with regulatory requirements, internal policies, and operational risk guidelines.
  5. Escalate any issues impacting business performance in a timely manner and work towards finding appropriate solutions.
  6. Contribute to the safety and security of bank assets and customer information.
  7. Submit accurate and timely MIS reports as per established protocols.


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