Posted: 2 days ago
Posted: 2 days ago
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Job Description
Job description
- Role & responsibilities :
- * Manage and deepen relationships with HNI/UHNI customers.
- * Acquire new affluent and high-value customers through referrals and market sourcing.
- * Drive growth in CASA, Fixed Deposits, and third-party products.
- * Cross-sell Wealth, Insurance, Investment, and Lending products.
- * Deliver superior customer service and ensure high customer satisfaction.
- * Conduct regular portfolio reviews and identify opportunities for relationship expansion.
- * Achieve assigned business, revenue, and customer acquisition targets.
- * Ensure compliance with bank policies, KYC, and regulatory guidelines.
Preferred candidate profile
- * Graduate/Postgraduate from a recognized university.
- * 6-9 years of experience in Retail Banking, Relationship Management, Wealth Management, or Premium Banking.
- * Strong Sales and customer relationship management.
Skills
CasaWealth ManagementSalesMutual FundsRelationship ManagementManagementRelationshipPortfolioSalesAcquisitionFixed DepositsLendingRetail BankingWealthWealth ManagementIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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