Job Description:
- Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers
- Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.
- Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet.
Generating Incremental Business:
- Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
- Proactively sell the full range of consumer and commercial product to current and potential Relationships
- Increase CASA balance in allocated portfolio either through Deepening or Acquisition
- Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank.
Customer Engagement:
- Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
- Face to the client and First person Responsible for service and sales satisfaction of mapped clients
Investments:
- To analyze financial needs of the customers and offer appropriate product with utmost transparency
- Driving revenue business to generate fee income through products like mutual funds, investments and insurance
Audit & Compliance:
- Adherence to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc)
Experience : 1 - 6 Years
Industry Type: Banking / Financial Services / Broking
Role: Sales/Business Development Manager
Functional Area: Sales, Retail, Business Development
Contact Details:
Payal, Sabneet
Second Floor SCO 108 - 109 Sector 8-C Madhya Marg
Chandigarh,India 160009
Telephone 01724333160,121
Company Website http://symbiosisindia.net/
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