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