Experience: Typically requires ≥ 3 to 12+ years of experience portfolio management experience in retail banking, wealth management, or HNI client handling. Certifications: Often requires AMFI, NISM, and IRDA certifications to legally advise on and sell investment/insurance products.Skills Needed: Deep knowledge of CASA, retail assets, wealth produ...
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Looking for candidates with 2 + years of retail branch banking sales or other BFSI sector sales experience. Education: Graduate (Any discipline)
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Looking for Candidates from Banks or other wealth Management industries having good sales experience of CASA , Liability / TPP Products , Portfolio Management , Wealth Management , Handling NRI customers.
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Minimum 7+ years experience in banking operations, sales support, unsecured lending operations, or business coordination roles. Experience in Credit Card and Personal Loan business preferred. Strong exposure to MIS management, sales analytics, and stakeholder coordination.
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Minimum 12+ years overall experience with at least 7+ years in Credit Card and/or Personal Loan sales management. Experience in leading large sales teams in private/public sector banks, NBFCs, or financial institutions. Strong exposure to branch banking and unsecured lending ecosystem.
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