Posted:14 hours ago|
Platform:
Work from Office
Full Time
Liaising with PB/ Preferred RM to flag eligible
customers form Classic/ Preferred portfolio
Acquire new customers who meet product criteria
Regular interaction with the customer to build
rapport to understand and update the profile.
Enhance the Overall value/book size of the
portfolio
Maintain the overall quality / hygiene parameters
of the portfolio
Cross selling products of the bankbased on the
customer need
Joint calls being done along with Supervisor as per
defined process
Advisory services to be offered based on the
requirement in coordination with PBG.
Attrition control of customers
Achieving MTD and YTD Revenue Targets
Sales and Influencing Skills
Banking Product & Process Knowledge
NRI Product and Regulatory Knowledge
Planning and Organizing Skills
Good Communication skills
Knowledge of Competition & Current trends in financial Industry.
Exposure to Portfolio Management segment (Imperia)
Regards
Preeti Yadav
(HR Recruiter)
Pace HR Consulting LLP
Pace Hr Consulting
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