Investment Specialist-Priority Banking-Priority-Regional sales

2 days ago

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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  Ensures high levels of customer service orientation and application of bank policy  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 years of experience AMFI / IRDA  Post Graduate years of experience AMFI / IRDA

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