Posted:3 days ago|
Platform:
On-site
Full Time
This position is for one of the fastest growing MNC Bank in India
Job Purpose
? To deliver exceptional volume and revenue performance by acquiring and engaging with Bank'S
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 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 through 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 service
standards.
? Ensure internal and regulatory compliance through strict adherence to 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.
Job Duties & responsibilities
? Establish, manage and grow the AUM of mapped Client segment by acquiring and nurturing the
client having AUM => INR 1 M
? Ensure complete knowledge of all products & services through continuous skill and knowledge
improvement.
? Resolve customer queries and complaints within the agreed TAT as per the Bank's customer
service policy.
? Coordinate and work closely with CBG colleagues, Service teams, Product specialist to ensure
that team objectives are met through an environment that nurtures harmony and collaboration
through teamwork
? Work closely with the Line Manager and City / Cluster Head to ensure achievement of common
team and Branch objectives.
? Ensure internal and regulatory compliance and address operational risks if any, e.g. Health &
Safety standards, security of premises, AML / KYC and ongoing risk reviews.
? To exercise appropriate due diligence while on-boarding and engaging with clients.
? Establish Bank's as a primary banker for clients and as a prominent banking provider in India.
Required Experience
? Minimum 5 years of experience in in a reputed bank and proficient in banking products.
? In-depth knowledge of local market and competition.
? AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added
advantage
Education / Preferred Qualifications
? Graduate(10+2+3).
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