Banking Specialist
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Job Description
We are seeking a knowledgeable and customer-oriented Banking Specialist to provide expert advice on banking products and services support client relationship growth and ensure superior service delivery. The role involves in-depth product knowledge proactive client engagement and collaboration with cross-functional teams to deliver tailored financial solutions.
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Key Responsibilities:
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Engage with customers to understand their financial needs and recommend suitable banking products and services.
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Provide specialized advice on banking offerings such as loans credit cards investment accounts insurance and digital solutions.
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Support Relationship Managers in onboarding and managing high-value clients or business customers.
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Work closely with internal departments (credit risk operations) to ensure smooth service and issue resolution.
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Conduct financial needs analysis and contribute to client portfolio reviews and financial planning.
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Stay current on market trends regulatory changes and new product launches to ensure up-to-date customer guidance.
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Meet individual and team sales goals while maintaining a high standard of compliance and ethical conduct.
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Deliver training or updates to team members on product features process improvements and best practices.
Requirements:
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Bachelors degree in Finance Business Administration Banking or a related field.
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25 years of experience in banking financial advisory or relationship management.
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Strong knowledge of retail or business banking products and regulatory requirements.
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Excellent interpersonal communication and consultative selling skills.
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Ability to interpret financial information and provide strategic customer solutions.
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Proficiency in core banking systems CRM tools and Microsoft Office Suite.
Preferred Qualifications:
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Professional certifications (e.g. NISM IRDA CFP CAIIB) are a plus.
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Experience with digital banking platforms and financial planning tools.
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Ability to manage complex customer profiles and cross-functional coordination.
Employment Type
Full Time
