IDFC bank -IC - South - Mohit Sharma - Nov

Job Profile:
 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

Required Skills

IC, Investment Banking Fund Management Migrations Industry and Company Research Portfolio Management Business Development Due-Diligence Continuous Process Improvements Corporate / External Audits, INVESTMENT COUNSLOR, INVESTMENT SPECIALIST