Private Banking Job Vacancies in Chennai

Roles and Responsibility:1.Generate and follow up on leads, schedule appointments, identify client needs, and market appropriate products.2.Close the sale with current prospective customers.3.Meet new business production goals and objectives.4.Provide customer support in a friendly, prompt, and accurate manner.5.Network and build business referral relationships.6.Input quotes and policy renewals for customers.7.Coordinate with lenders and mortgage companies.8.Assist clients with the claims process.

Key / Primary Responsibilities of the Role - List the primary deliverables Own the P&L for the branch and direct all operational aspects including distribution operations, customer service, administration and sales Assess local market conditions and identify current and prospective sales opportunities Responsible for achieving overall product targets - CASA, Investments, Insurance, Trade Services, and TD & managing group business products like Business Banking products & other assets products (home loan, LAP, etc.) Adhere to high ethical standards, and comply with all regulations/applicable laws. Spearhead manpower planning, recruitment, and training processes for both on-roll and off-roll employees to ensure high-performing talent across levels.Key Success MetricsCA/SA and TD growth targets, Customer Acquisition targets, Product Cross-Sell targets Qualifications Graduate - Any disciplinePost Graduate - MBA Finance ExperienceMinimum Number of Years - 10 + years of relevant experience in Banking with min 3-5 years of experience in lead Roles.