Retail Banking Partnership Specialist

5 days ago


Delhi Mumbai Kolkata, India beBeeRelationship Full time US$ 60,000 - US$ 1,20,000

**Key Responsibilities:**

  • Develop and sustain effective partnerships with retail banking customers.
  • Understand customer needs and recommend suitable banking solutions and services.
  • Upsell loans, credit cards, deposits, and other banking products to customers.
  • Assist customers with account openings, transactions, and resolving queries efficiently.
  • Meet sales and service targets set by the organization.
  • Monitor customer portfolios and follow up for renewals or upgrades as necessary.
  • Collaborate with internal teams to ensure seamless customer service delivery.

Requirements:

  • Experience in retail banking or a related financial sector.
  • Good knowledge of banking products and services offered.
  • Strong communication and interpersonal skills are essential.
  • Able to meet sales targets and deliver excellent customer service consistently.
  • Bachelor's degree in Business, Finance, or a related field is preferred.

Soft Skills:

  • Customer-focused and approachable attitude.
  • Strong problem-solving abilities.
  • Good organizational and time management skills.
  • Positive attitude and ability to work under pressure effectively.


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