Investment Specialist-Affluent-Priority-Regional sales

You will be responsible for developing new and expanding existing High Net worth Customer relationships for liabilities by sourcing priority customers in category A. Your main focus will be on sourcing new bank customers through external individual efforts and acquisition channels. It is essential to ensure high levels of customer service orientation and application of bank policy. You will also be expected to cross-sell bank products to the existing set of customers and inform them of new products or enhancements to further expand the banking relationship. In this role, you will need to plan and conduct special sales initiatives and events for prospective and existing clients. Collaboration with other group companies to provide seamless access to other products will be a key part of your responsibilities. You will be required to maintain a complete relationship record for assigned customer accounts. Job Requirements: - Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services - Generating MIS reports - For Graduates: 4-6 years of experience in AMFI / IRDA - For Post Graduates: 2-4 years of experience in AMFI / IRDA If you are a customer-focused individual with a background in banking and experience in managing high net worth customer relationships, we encourage you to apply for this position.,