The primary objective is to enhance the value of the savings account portfolio through cross-sell, leading to increase in fee income, to add to that ensure acquisition of new clientele
Job Summary
The primary objective is to enhance the value of the savings account portfolio through cross-sell, leading to increase in fee income, to add to that ensure acquisition of new clientele.
As part of our flexible scheme, here are just some of the benefits that you’ll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral).
We strive for a culture in which we are empowered to excel together every day.
Matching Summary
The primary objective is to enhance the value of the savings account portfolio through cross-sell, leading to increase in fee income, to add to that ensure acquisition of new clientele.
Skills & Requirements
Must-have
Acquisition of new clients
Relationship building and deepening
Cross-sell of Investment & Insurance
Risk Management and Governance
Service delivery to clients
Nice-to-have
Acting responsibly
Thinking commercially
Taking initiative
Working collaboratively
Key Requirements
Minimum qualification required is Graduation
Minimum Experience should be 7 – 12 Years
Servicing or sourcing clients of 20 lacs+ relationship
Banking / Premium club membership / High End Credit card sales background preferred
Senior Banker with good knowledge about investments, Wealth Management, Mutual Funds, PMS, Insurance