Job Details

Requirements:

• Experience in relationship handling.

Job Description:

• Develop and nurture relationships with existing and potential clients.
• Understand clients’ financial needs and recommend suitable banking products and services.
• Act as the primary point of contact for client inquiries and issue resolution.
• Achieve branch sales targets by promoting banking products and services.
• Cross-sell and upsell financial products such as loans, mortgages, investments, and insurance.
• Identify opportunities to expand the client base and generate new business.
• Provide exceptional customer service to enhance client satisfaction and retention.
• Handle customer complaints and inquiries efficiently and professionally.
• Ensure compliance with regulatory requirements and internal policies.
• Offer financial advice and guidance based on clients’ financial goals and risk tolerance.
• Conduct financial assessments and recommend appropriate investment strategies
• Collaborate with wealth management and investment teams to deliver comprehensive solutions.

Skills Required:

• Provide exceptional customer service to enhance client satisfaction and retention.
• Handle customer complaints and inquiries efficiently and professionally.
• Ensure compliance with regulatory requirements and internal policies.