Posted:20 hours ago|
Platform:
Work from Office
Full Time
1. Identify potential catchment areas of potential retail liabilities customers.
2. You have to handle a team of BDM , BDO,Telesales
3. Schedule meetings with potential liabilities customers and understand their requirement;
thereafter presenting them with the most suitable products and explaining the
features/benefits.
4. Ensure that all customer documents are verified with originals and are handled with care
and confidentiality.
5. Complete all account opening related processes accurately so that the customer experience
is enhanced and forms the foundation of a long relationship with the bank.
6. Maintain continuous communication with customers on the status of their account opening
process.
7. Frequently communicate with newly signed up customers and assist them with additional
products and services based on their requirements for example, relevant loan products,
investment products etc.
8. Build reference network from newly signed up customers for potential leads.
9. Regularly update Daily Sales Reports and discuss on the plans, action items, and progress
with the supervisor.
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