Grade Band- Middle Management

Desired qualification - Graduate/equivalent degree in any field.

- Post graduates in finance or any field would be preferred.

- Diploma or certification in finance or related field is preferable.

- AMFI certified is a must OR candidate must clear it before joining.

Experience :

- Min. 4 years of experience in financial services and NR related organization.

- Financial services background candidates.

- Well networked and connected from affluent segment of society.

Compensation- Negotiable

Position Reporting to- Branch Manager

JOB SUMMARY : 

- Acquisition of key clients & high end customers & adding these clients to his/her existing portfolio for future cross sell

Detailed Responsibilities :

- Acquisition of key clients & high end customers & adding these clients to his/her existing portfolio for future cross sell.

- Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable with the Bank.

- Providing financial advice related to investments, insurance, simple banking transactions.

- Building client rapport with corporate sector/NR clients.

- Delivering the target number with quality & customer delight.

Skill set required:

- Effective communication & interpersonal skills. 

- Proficient in local language & English

 - Target oriented & proactive in achieving the sales target.

 - Good convincing skills with customer oriented approach.

 - Capable of working successfully in competitive environment by maintaining high standards & customer centric approach. 

- Goal & result-oriented professional with proactive attitude.

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