Kmbl - Ic - Aradhna - Mumbai - Nov

2 days ago

Pune Maharashtra, India Bharti Consultants Full time

Job Profile:
Develops new and expands existing High Net worth Customer relationships for
liabilities by sourcing category - A priority customers
Sources new bank customers through external individual efforts and acquisition
channel
Cross sells bank products to existing set of Customers
Informs customers of new products or product enhancements to further expand the
banking relationship
Plans and conducts special sales initiatives and events for prospective and existing
clients
Coordinates with other group companies to provide seamless access to other
products
Maintains complete relationship record for assigned customer accounts
Job requirements:
Developing and maintaining banking relationships with a select group of high net
worth customers through individualized customer services
MIS generation
Graduate - 4 -6 years of experience AMFI / IRDA
Post Graduate - 2 -4 years of experience AMFI / IRDA

**Required Skills**:
IC, Investment Banking Fund Management Migrations Industry and Company Research Portfolio Management Business Development Due-Diligence Continuous Process Improvements Corporate / External Audits, INVESTMENT COUNSLOR, INVESTMENT SPECIALIST

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