Experience in investment firms, brokerage, insurance, banks
Alternatively, sales experience in allied industries involving relationship management like hotels, high end time-share, large developers
Small entrepreneurs – DSA owners who manage customer relationships themselves.
Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on wealth.
Acquires new customers through active referrals from clients in existing portfolio and self generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell.
Implements client engagement programs with a view to ensure top of mind recall for clients in his/her portfolio.
Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable with the bank.
Is able to instill confidence in the customer on providing financial advice related to investments, insurance, simple banking transactions.
Qualification*Any Graduate, Any Post-graduate
Experience*5 Year- 9 Years