2 - 7 years
7 - 12 Lacs
Posted:Just now|
Platform:
Work from Office
Full Time
Portfolio Handling Role
Relationship Management :
- 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
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)
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