RemoteFull timeMid level₹6k – ₹10kPosted today
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Roles and Responsibilities
- Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs to acquire new clients and grow existing portfolios.
- Identify opportunities for cross-selling of bank's products such as Liabilities, Portfolio Management, Wealth Management, CASA, Branch Banking, etc.
- Develop strong understanding of customer needs through relationship building and provide tailored solutions to meet their financial goals.
- Collaborate with internal teams to resolve client issues and improve overall customer satisfaction.
- Meet or exceed monthly targets for sales performance metrics like Acquisition, Retention, Assets Under Management (AUM), etc.
Desired Candidate Profile
- 5-10 years of experience in BFSI industry with expertise in HNI/UHNI acquisition and retention.
- Strong knowledge of liability products including deposits, credit cards, loans etc. .
- Excellent communication skills with ability to build rapport with high net worth individuals.
- Proven track record of meeting sales targets consistently over time.
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