Job Description

Detailed Responsibilities:  

• Managing 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.

Competencies Required:  

• Business Acumen
• Sales / Marketing skills
• Interpersonal & Influencing skills
• Customer Service Orientation
• Relationship Management Skills
• Communication Skills

Eligibility criteria:  

Age between 27 to 35 years

Any UG / PG degree and should be IRDA / AMFI Certified

Relevant NR / Wealth Manager experience of 4 to 8 years

Preferred Companies : Banking