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