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Workassist

Private Banker

Workassist

Posted

3 weeks ago

Lucknow, Uttar Pradesh, India

Onsite

INR 60K

Mid Level

Full Time

Match

Skills

Experience

Industry

Sema

Sema Summary

The Private Banker position at Workassist focuses on developing strong relationships with clients and providing tailored financial solutions. Candidates should possess experience in banking and sales, as well as expertise in financial analysis. This full-time on-site role is based in Lucknow, Uttar Pradesh, India. While specific benefits are not listed, successful candidates can expect an engaging work environment. The position is suitable for mid-level professionals with a knack for customer interaction.

About Company

Workassist is committed to delivering exceptional financial services tailored to clients' needs, fostering both individual and business growth.

Core Requirements

  • Bachelor's degree in Finance
  • Experience in banking
  • Sales experience
  • Strong communication skills
  • Analytical skills

Responsibilities

  • Develop client relationships
  • Offer personalized financial advice
  • Conduct financial analyses
  • Assist clients with investments
  • Maintain client records
  • Achieve sales targets
  • Work collaboratively with the team

Must Have skills

Financial analysisCustomer serviceSales skillsCommunicationTeamwork

Nice To Have Skills

Problem solvingNegotiationTime managementMarketing knowledgeNetworking

Job Keywords

private bankingfinancial servicesclient relationssalesbanking

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