Company- Leading Private Bank Location- Mumbai KRAs: Develops new and expands existing High Net worth Customer relationships for liabilities (SA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers of new products or product enhancements further to expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction
We're Hiring! Financial Consultant, Ahmedabad / Vadodara / Surat / Rajkot. A leading financial services company is looking for talented financial consultants across multiple Gujarat locations. If you have experience in mutual funds, SIP, insurance, or Demat/trading, this is a high-growth opportunity for you! Who Can Apply: 1+ year experience in financial product sales Strong communication & client-handling skills Graduate (Any stream) Banking/Broking/MF/Insurance industry experience preferred CTC: Best in the Industry + Attractive Incentives Key Responsibilities: Sell Mutual Funds, Equity, SIP, Insurance & Bonds Acquire & manage clients Provide investment advisory Achieve revenue & AUM targets Excellent opportunity to grow in wealth & investment advisory with a reputed organization. Apply Now: jobstationhr24@gmail.com Contact: 8849814131