3 - 8 years
3 - 7 Lacs
Posted:3 weeks ago|
Platform:
Work from Office
Full Time
Job Purpose
• To deliver exceptional volume and revenue performance by acquiring and engaging with
clients having an AUM => INR 1 million through need-based approach and ensure client
coverage and product penetration through cross-sell and up-sell of Bank products and services.
• To manage & maintain the highest customer satisfaction and service levels through pro-active
client engagement & relationship management, coordinating internally with Bank Service and
Distribution and Product team
Key Accountabilities
• Acquire and upgrade quality clients in the branch location areas to Treasures segment.
• Engage with existing customers to deepen the wallet share through retention and growth of
AUM.
• Accountable for achieving monthly & annual volume and revenue objective, as agreed.
• Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings
Book growth
• Ensure proper implementation & execution of product strategies through effective relationship
management.
• Develop the client trust and loyalty for entrenched relationship with Bankthrough lifestyle and
beyond banking propositions
• Ensure optimum product mix and new- to- product clients aimed at customer level profitability
and enhancing client coverage.
• Drive and deliver exemplary customer service in the local market and uphold Bank service
standards.
• Ensure internal and regulatory compliance through strict adherence to Bank sales process,
timely risk reviews and exercising due diligence while on-boarding.
• Ensure exemplary service delivery of these clients by building appropriate workflows and
processes incl. doorstep banking etc.
Waytogo Consultants
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