Virtual Priority RM | Navi Mumbai

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Key Responsibilities:
  • 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

  • Industry:

    BFSI Fintech & Financial Services

  • Job Type:

    Full time

  • Degree:

    Any Graduate

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