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. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
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-selling investment and insurance
Risk profiling and monitoring
Service delivery to high net worth
Adherence to compliance norms
Nice-to-have
Customer contact programs
Promoting alternate channels
Continuous learning and progression
Empowered to excel together
Key Requirements
Minimum qualification: Graduation
Minimum experience: 7 – 12 Years
Experience in servicing or sourcing clients of 20 lacs+
Banking / Premium club membership / High End Credit card sales background preferred