About the opportunity
Job Overview
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<p style="font-size:medium;font-family:Calibri, sans-serif;"><span style="font-size:10.5pt;font-family:'Segoe UI', sans-serif;"><span style="font-family:'Lucida Grande';">Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customers. Provide best in class service to them. Identify the cross sell opportunities and provide wealth solutions to bridge the financial aspirations of the clients.</span></span></p> <p><span style="font-family:'Lucida Grande';">1) </span><span style="font-size:10.5pt;font-family:'Segoe UI', sans-serif;"><span style="font-family:'Lucida Grande';">Sources new bank customers through external individual efforts and acquisition channel.</span></span></p>
<p><span style="font-size:10pt;font-family:'Segoe UI', sans-serif;"><span><span style="font-family:'Lucida Grande';">2)</span><span style="font-style:normal;font-weight:normal;font-size:7pt;font-family:'Lucida Grande';"> </span></span></span><span style="font-size:10.5pt;font-family:'Segoe UI', sans-serif;"><span style="font-family:'Lucida Grande';">Ensures high levels of customer service orientation and application of bank policy.</span></span></p>
<p><span style="font-size:10pt;font-family:'Segoe UI', sans-serif;"><span><span style="font-family:'Lucida Grande';">3)</span><span style="font-style:normal;font-weight:normal;font-size:7pt;font-family:'Lucida Grande';"> </span></span></span><span style="font-size:10.5pt;font-family:'Segoe UI', sans-serif;"><span style="font-family:'Lucida Grande';">Cross sells bank products to existing set of Customers.</span></span></p>
<p><span style="font-size:10pt;font-family:'Segoe UI', sans-serif;"><span><span style="font-family:'Lucida Grande';">4)</span><span style="font-style:normal;font-weight:normal;font-size:7pt;font-family:'Lucida Grande';"> </span></span></span><span style="font-size:10.5pt;font-family:'Segoe UI', sans-serif;"><span style="font-family:'Lucida Grande';">Informs customers of new products or product enhancements to further expand the banking relationship.</span></span></p>
<p><span style="font-size:10pt;font-family:'Segoe UI', sans-serif;"><span><span style="font-family:'Lucida Grande';">5)</span><span style="font-style:normal;font-weight:normal;font-size:7pt;font-family:'Lucida Grande';"> </span></span></span><span style="font-size:10.5pt;font-family:'Segoe UI', sans-serif;"><span style="font-family:'Lucida Grande';">Plans and conducts special sales initiatives and events for prospective and existing clients.</span></span></p>
<p><span style="font-size:10pt;font-family:'Segoe UI', sans-serif;"><span><span style="font-family:'Lucida Grande';">6)</span><span style="font-style:normal;font-weight:normal;font-size:7pt;font-family:'Lucida Grande';"> </span></span></span><span style="font-size:10.5pt;font-family:'Lucida Grande';">Coordinates with other group companies to provide seamless access to other product.</span></p>
<p><span style="font-size:10pt;font-family:'Segoe UI', sans-serif;"><span style="font-family:'Lucida Grande';">7)</span><span style="font-size:7pt;font-family:'Lucida Grande';"> </span></span><span style="font-size:10.5pt;font-family:'Lucida Grande';">Maintains complete relationship record for assigned customer accounts.</span></p> <p><span style="font-family:'Lucida Grande';">Candidates with atleast 5 plus years of expereince in Banking or wealth management roles with any companies . Candidate should be an expert in banking and wealth products. HNI Client handling expereince should be a must for the role. Candidate should hold necessary certifications from the governing bodies like NISM and IRDA.</span></p>