Job Description
Duties and Positions:
• Develop and preserve a solid rapport with both current and prospective wealthy customers.
• Have regular meetings with clients to learn about their financial objectives and offer tailored solutions.
• Identify suitable banking and investing products by analyzing the financial portfolios of clients.
• To provide knowledgeable advise, stay current on economic and business trends.
• Identify client demands and raise awareness of new goods and services to take advantage of business referral prospects.
• Working together with other members of the team and support staff to offer clients goods and services
• Determine prospects for upselling and cross-selling banking services and products.
• By engaging with clients proactively, meet the bank’s sales goals.
• Assist internal teams in providing a smooth banking experience.
Candidates Requirements:
– Graduation is mandatory
– Minimum 2 years of experience in sales or marketing
– CTC: up to 3.50 LPA + Incentives + Other Benefits
Contact Details:
Shrutam P | HR Team
Phone: +91 7021418037