Investment Specialist - Priority Banking (Regional Sales) at Hiredas - Mumbai, Maharashtra Investment Specialist - Priority Banking (Regional Sales) - Hiredas

Investment Specialist - Priority Banking (Regional Sales)

Hiredas

Location: Mumbai, Maharashtra, India

Category: Banking

Salary: 500,000 - 800,000 INR / yearly

Full-time


Job Description

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. 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.

Responsibilities

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

Qualifications

  • Graduate with 4-6 years of experience in AMFI/IRDA
  • Post Graduate with 2-4 years of experience in AMFI/IRDA