Personal Banker - Professional Services (2-3 Yrs Exp)

We are seeking a dedicated and client-focused Personal Banker with 2-3 years of experience to join our team in Nasik. This role is ideal for an M.Des graduate who can leverage their analytical and client engagement skills within the professional services sector. You will be responsible for managing a portfolio of high-net-worth clients, understanding their financial needs, and providing tailored banking solutions. Your background in design thinking and user experience will be valuable in creating exceptional client journeys and innovative service offerings.

Key Responsibilities:

• Build and maintain strong relationships with a portfolio of high-net-worth clients.

• Understand client financial goals and provide expert advice on banking products and services.

• Proactively identify opportunities for cross-selling and up-selling relevant banking solutions.

• Conduct thorough client needs analysis, incorporating design thinking principles to create personalized financial plans.

• Collaborate with internal teams to ensure seamless service delivery and client satisfaction.

• Stay updated on market trends, financial products, and regulatory changes.

• Utilize data analytics to understand client behavior and identify potential service enhancements.