Investment Specialist for High Net Worth Customers

Investment Specialist-Affluent-AFFLUENT-Investment Counselors

 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 

· Informs customers of new products or product enhancements to further expand the banking relationship 

· 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 

Job requirements: 

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

· MIS generation 

· Graduate - 4 -6 years of experience AMFI / IRDA 

· Post Graduate - 2 -4 years of experience AMFI / IRDA

 

Experience Level

Senior Level