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 Requirement:

• Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services

• MIS generation

• Graduate – 4 -6 years of experience AMFI / IRDA

• Post Graduate – 2 -4 years of experience AMFI / IRDA