
Retail Banking Specialist
1 week ago
- Lead the growth of a portfolio consisting of high net worth individuals and classic banking customers, focusing on deep customer engagement and robust relationship management.
- Drive sales and cross-selling of various banking products including:
- Current Accounts, savings accounts
- Life Insurance (LI) and General Insurance (GI)
- Demat Accounts, investment products, and other retail banking offerings
- Aquire new clients through branch visits, referrals, and proactive outreach activities.
- Evaluate customer needs and offer tailored solutions through regular portfolio reviews.
- Collaborate with internal teams to ensure timely delivery of services and effective issue resolution.
- Minimum 3 years of experience in retail branch banking sales with a proven track record of meeting or surpassing sales targets.
- Strong knowledge of banking products and services, particularly in the high net worth and classic portfolio segment.
- Excellent communication and interpersonal skills, coupled with a customer-centric mindset.
- Ability to build lasting relationships and influence clients through trust and credibility.
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