Mumbai, Pune, Ahmedabad
Experience: 15 to 25 yrs
The role involves advising clients on products and services available, ensuring they are aware of and understand those that best meet their needs, and then securing a sale
The objective of this job is to increase overall financial revenue being generated from the set of HNI accounts mapped with asset and liability targets by means of:
- Making recommendations to clients on ways to best manage their money
- Building a healthy GL book – CASA and Fixed deposit
- Building a healthy asset base – Secured and unsecured loans and credit cards
- Seamless and superior service delivery
- Compliance with key regulatory and bank level requirements
Not Disclosed by Recruiter
Banking/Financial Services/Broking
Banking, Insurance
Snr. Mgmt
Head/VP/GM-Relationships
Commercial Banking Specialist, Selling Financial Products, Analysing Information
(UG - Any Graduate) AND (PG - Any PG Course, Post Graduation Not Required)
Analysing information , preparing plans,selling financial products.
The objective of this job is to increase overall financial revenue being generated from the set of HNI accounts mapped with asset and liability targets by means of:
Making recommendations to clients on ways to best manage their money
Building a healthy GL book , CASA and Fixed deposit
Building a healthy asset base , Secured and unsecured loans and credit cards
Seamless and superior service delivery
Compliance with key regulatory and bank level requirements.
To apply - Email writetotanveer@gmail.com
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