Job Description
Responsible to generate business from existing customer book, enhance relationships and acquire new clients. Generation of business through customer engagement for liabilities, assets & third-party products.
Key Responsibilities
1 Portfolio Management – regularly contacting and meeting portfolio clients. Profiling the clients and cross selling various products
2 Acquiring new relationships through references and catchment mapping
3 Sourcing Family a/cs to strengthen and enhance the relationship
4 Cross selling various engagement products- FD, RD, SIP, Locker, debit and credit cards ad this is an entry level segment
5 Deepening of Portfolio by cross selling various revenue products like Assets, TPP and Liabilities
6 Ensuring the customers are meeting the criteria for Aspire relationships – sourcing quality a/cs
7 Achieving CASA and Total Deposit targets set for the RM
8 Fee Revenue – Fee revenue targets to be met by cross selling multiple product lines to all customers
9 Mandatory certifications (AMFI and IRDA) and other internal training modules to be completed
10 Channel penetration like netbanking, mobile banking, Bill payments , SI registrations and ASBA setup
Desired Experience & Qualification
Essential: Minimum Graduation
Preferred: B.Com
Essential: 2-5 years
Preferred In Banking