Responsibilities:
- Acquisition of new Preferred customers
- Enhancement & deepening of the existing relationship by cross-selling products and services as per the profile & need of the customer
- Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers
- Utilizing the sales resources (BDR or COEX or Asset Coordinator) for optimal sales support
- Penetration of products across family groups
- Sales across all product segments-TPP, Assets, Cards etc.
- Ensure that individual customers are grouped and Customer To Group (CTG) Ratio is maintained on the portfolio
- Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached
- Ensure certification of documentation required for opening and maintaining customer accounts
- Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc)
Requirements:
- Candidate must possess at least a Graduate/Post Graduate/Professional Degree in any field.
- At least 3 years of working experience in the related field is required for this position.
- Preferably Managers specializing in Banking/Financial Services or equivalent
- Job role in Retail Banking / Branch Operation or equivalent
- Knowledge of the Banking Industry and Financial Markets
- Good Relationship Management & service focus Skills
- Good Communication & Presentation Skills
- Interpersonal & Influential Skills.
- Should have a good knowledge of Liability and Third Party Products like Mutual Fund, Insurance
- Certification:
- AMFI Certification
- NCFM Certification (Optional)
- CAIIB (Optional)
- Internal Certifications
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