RM Platinum

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Key Responsibilities:

â€¢ Setup meeting according to leads provided by the branch.
â€¢Â Meet client and explain about available products.
â€¢ Opening Saving Account & Current Account with the potential client and lead generated
â€¢ Acquisition of CASA & liabilities a/c from cold calling, market reference, cross sell and selling third party products (life & health insurance, mutual funds SIPs)
â€¢ Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets.
â€¢ Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base.
â€¢ Responsible for acquiring new customers through multiple channels â€“ campaigns (in the vicinity), branch walk-ins, referrals from existing customers, through industry bodies and associations and through running industry

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