Strategic Portfolio Development Specialist

3 days ago


Aurangabad, Maharashtra, India beBeePortfolio Full time ₹ 4,00,000 - ₹ 10,00,000

Key Roles and Responsibilities

- Provide comprehensive customer service to assigned clients.

- Identify and source new-to-bank accounts for expansion opportunities.

- Strengthen banking relationships through regular client engagements and deepening family household penetration.

- Cross-sell a range of financial products, including CASA, Mutual Funds, Life Insurance, Health Insurance, PMS, Credit/Debit Cards, Home Loans, and LAPs.

- Inform customers about new products or product enhancements to enhance banking relationships.

- Maintain detailed records of client interactions and account information.

- Engage in meetings with mapped clients to develop business growth strategies and deepen banking relationships.
Functional Areas
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