Posted By
Posted in
Sales & Marketing
Job Code
745920
Job Purpose
- To facilitate the acquisition of new current account customers in the branch
- Ensure Activation and value build-up in newly acquired current account customer portfolio/value enhancement from the portfolio of customers assigned.
- Higher customer wallet share of float and focus on cross-sell of business need products & personal banking and investment products to portfolio customers.
Job Responsibilities:
Acquisition and Value Build Up
- Achievement of new acquisition value and number plan for retail current accounts for the branch. (responsibility on new acquisition plans/product mix etc. will be basis the acquisition model )
- Ensure overall value enhancement from the portfolio of customers handled.
Portfolio Management
- Responsible for monitoring the portfolio health of portfolio retail current accounts in the branch, with respect to on-boarding, activation, value build-up & AQB maintenance
- Understanding the customer business and prepare a customer profile
- Maintain continuous customer engagement through customer visits/contacts and proactive resolution of customer issues/queries.
- Proactively monitoring balances and controlling attrition.
Educational Qualifications
- Graduation/ Post-Graduation
Certifications:
- NISM V-A Certification
- IRDA Certification
- NCFM Certification (Optional)
- CAIIB (Optional)
- Internal Certification
- GI certification
Key Skills
- Basic knowledge of banking products/services
- Good relationship management and presentation skills
- Effective communication and influencing skills
- Preferably having prior experience in sales/relationship management roles in banking (including branch banking or other banking verticals) or financial services
Experience Required
- Minimum experience in years - 2 yr
- Exposure to banking preferable
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Posted By
Posted in
Sales & Marketing
Job Code
745920