Job Description
Job description
Job Title - Investment Specialist
Job Location - Bangalore, Hyderabad & Chennai
Job Profile:
Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customers
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 Customers
Informs customers of new products or product enhancements to further 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
Job requirements:
Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services
MIS generation
Post Graduate - 6 -10 years of experience AMFI / IRDA
Job Title - Investment Specialist
Job Location - Bangalore, Hyderabad & Chennai
Job Profile:
Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customers
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 Customers
Informs customers of new products or product enhancements to further 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
Job requirements:
Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services
MIS generation
Post Graduate - 6 -10 years of experience AMFI / IRDA
💡 Quick Summary
Seeking a career-building opportunity? The Investment Specialist position is now open for candidates interested in the Bank Jobs sector. This role in Ajmer 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.