Banking Specialist

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:

• 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.

Requirements:

• 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.

Preferred Qualifications:

• 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.