Job Description
• Increasing the Liability book size through, deepening and new acquisition.
• Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc.
• Ensure quality of sourcing by acquiring Potential Clients.
• Acquiring and managing both business, individual (resident and NRI) clients.
• Increase product penetration and exit barriers, by cross- selling more number of products per client.
• Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency.
• Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions.
• Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc.
• Ensure quality of sourcing by acquiring Potential Clients.
• Acquiring and managing both business, individual (resident and NRI) clients.
• Increase product penetration and exit barriers, by cross- selling more number of products per client.
• Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency.
• Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions.
💡 Quick Summary
Seeking a career-building opportunity? The Banking Partner | Retail Liabilities position is now open for candidates interested in the Bank Jobs sector. This role in Pune offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
