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02/11 Savita
HR Partner at ITC Imperial

Views:308 Applications:104 Rec. Actions:Recruiter Actions:102

Client Serving Officer - BFSI (0-2 yrs)

Gurgaon/Gurugram Job Code: 96942

- Acquiring and managing business (HNI and ultra HNI).

- Increasing the investment AUM portfolio size.

- Ensuring adherence to compliance processes and guidelines.

- Advice clients on their product requirement to maximize their investments.

- Develop new client relations through references.

- Generate the cross selling business from existing clients by cross selling other products (Family Account, Home loan, Personal Loan, Investment - ULIP and Mutual Fund).

- Maintain and develop client relationships and periodic visit to existing clients.

- Manage and track the leads and maintain DSR on regular basis.

- Profiling Customers and provide financial products to meet customer needs.

- Ensuring the highest levels of service to the High Net Worth customers.

- Formulate outbound and inbound sales plan to acquire new customers for increasing customer base of the portfolio.

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