Client Relationship Management: Maintain and strengthen relationships with existing clients.
Business Development Support: Identify opportunities to cross-sell or upsell products/services.
Customer Service: Resolve client queries, complaints, and provide timely support.
Account Maintenance: Assist with account opening, documentation, and transactions.
Reporting: Prepare reports on client interactions, sales activities, and progress toward targets.
Coordination: Work with other teams (operations, credit, compliance) to ensure smooth client servicing.
Health & Wellness
Medical insurance for self, and sometimes family coverage
Life and accident insurance
Wellness programs or gym memberships in some companies
Financial Benefits
Provident Fund (PF) contributions
Performance-based incentives or bonuses
Gratuity (after eligibility period)
Employee stock options in select private financial firms
Work-Life Balance
Paid time off (PTO), casual leave, and sick leave
Flexible working hours in some organizations
Work-from-home or hybrid options (more common in private firms)
Professional Development
Training programs on financial products, sales techniques, and compliance
Opportunities for certifications in banking, finance, or investment
Mentorship programs to enhance career growth
Other Perks
Travel or mobile allowances (depending on role)
Employee referral programs
Recognition awards for performance or sales targets