
Business Development Professional
4 days ago
Role Overview:
We are seeking a professional to acquire new customers and increase the book size for our branch. This role requires building strong relationships with new and existing clients to generate business and referrals.
Key Responsibilities:
- Customer Acquisition & Relationship Management: Establish smooth relationships with new and existing clients to acquire new customers and increase the book size.
- Sales & Cross-selling: Cross-sell and upsell all banking products, including liabilities, assets, digital channel activation, and digital wealth management solutions.
- Investment Advisory: Provide research-based advice and manage client portfolios to cater to their investment needs.
- Client Interaction: Act as the primary interface for all client queries and work to understand their investment needs.
- Proven experience in acquiring new customers and increasing a book size.
- Strong relationship-building skills to engage with both new and existing clients.
- Expertise in cross-selling and upselling a variety of banking and financial products.
- Ability to provide sound investment advisory services based on research.
- Excellent communication and client-interfacing skills.
For this role, we require a bachelor's degree in Finance, Business Administration, or a related field, or equivalent experience.
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