Ensure achievement of the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to them
Provide premium customer service delivery to their mapped Priority portfolio.
Responsible for CASA deepening, NTB lead generation and for providing assistance in NDIAS services
Responsible for up selling, cross- selling, providing regular market information and updates to the customers
Manage the Priority portfolio through client outreach and continuous monitoring of client relationship including product, portfolio and banking needs.
Achieve the monthly assigned revenue targets through effective cross- sales generating Fee income across Investment, Assets, Cards and Liability products.
Effectively utilize all applications, tools, and databases used to process transparent end to- end client support.
Strictly adhere to internal control policies and ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations
Role Proficiencies:
Graduate or Post graduate from a recognized institution.
Minimum 2 years relevant role/ BFSI sector
Proficiency in systems related to Banking transactions and services.
Good communication skills in both English and local language.
Excellent lead generation and conversion skill.
Ability to successfully work as a part of a team.
Strong willingness to work in Relationship Management; Banking operations and products including investment products Prior experience in Sales.
Experience:
2 - 8 Years
Salary:
4 LPA - 6 LPA
Diversity Candidate:
No
Location:
Navi Mumbai
Address:
Navi Mumbai
Primary Skills:
Financial Knowledge, Customer Service, CASA, NTB Lead Generation, Portfolio Management
Secondary Skills:
Sales and Cross-Selling, Teamwork and Collaboration