1 - 4 years
8.0 - 12.0 Lacs P.A.
Ahmedabad
Posted:2 months ago| Platform:
Work from Office
Full Time
Roles & Responsibilities: Responsible for increasing liabilities size of relationship via balances in accounts of existing TASC customers and enhancing customer profitability by capturing a larger share of the wallet. Review the inflows and outflows in the mapped TASC accounts and also proactively identify business generation opportunities. Establish close connections with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings. Generates new sales leads for TASC customers through referrals from existing clients, brokers, and stock brokers. Involved in increasing customer engagement through cross-selling investment products like life insurance, general insurance, gold coins, etc. and other non-investment products like forex, remittances, loans, etc. to new and existing customers. Secondary Responsibilities: Evaluate the growth strategy based on competitor analysis and feedback from different channels and customers.
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