Hiring For a Leading Private Bank into working Capital Sales Role

2 weeks ago


Bhikangaon Khargone Rajgarh, India Skillventory Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Role & responsibilities

  • Build and maintain strong relationships with high net worth clients through regular communication and meetings

  • Understand clients' financial goals and risk appetite and provide them with customized investment solutions

  • Cross-sell various wealth management products and services to clients, including mutual funds, insurance, and other investment products

  • Meet and exceed sales targets by acquiring new clients and increasing business from existing clients

  • Keep up-to-date with market trends and changes in investment products and services

  • Collaborate with other departments and teams within the bank to provide a seamless and exceptional customer experience.

Preferred candidate profile



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