Location
Jalandhar, Punjab, India
Posted
June 19, 2026
Job Description
The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients.
Responsibilities
- Scoping the RM/PB customer for lead/joint calls OR make use of available resources in the branch for leads/joint calls
- To be the one-stop shop for each of our Express OD clients and provide suitable gamut of financial products such as Insurance, CASA, Credit Cards, Other Assets Products as required by the customer
- Study the financials/bank statements/churn/interest servicing/aberrations from the stated nos as per product requirement
- Prospect for new sales leads and close sales
Qualifications
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