Posted:3 weeks ago| Platform:
Work from Office
Full Time
1.Portfolio Management regularly contacting and meeting portfolio clients. Profiling the clients and cross selling various products 2 Acquiring new relationships through references and catchment mapping 3 Sourcing Family a/cs to strengthen and enhance the relationship 4 Cross selling various engagement products- FD, RD, SIP, Locker, debit and credit cards ad this is an entry level segment 5 Deepening of Portfolio by cross selling various revenue products like Assets, TPP and Liabilities 6 Ensuring the customers are meeting the criteria for Aspire relationships – sourcing quality a/cs 7 Achieving CASA and Total Deposit targets set for the RM 8 Fee Revenue – Fee revenue targets to be met by cross selling multiple product lines to all customers 9 Mandatory certifications (AMFI and IRDA) and other internal training modules to be completed 10 Channel penetration like netbanking, mobile banking, Bill payments , SI registrations and ASBA setup
Upload Resume
Drag or click to upload
Your data is secure with us, protected by advanced encryption.
Pune, Delhi NCR, Mumbai (All Areas)
INR 2.5 - 4.0 Lacs P.A.
INR 6.5 - 12.0 Lacs P.A.
Pune, Delhi NCR, Mumbai (All Areas)
INR 5.0 - 15.0 Lacs P.A.
Pune
INR 10.0 - 14.0 Lacs P.A.
Pune, Ahmedabad, Jaipur
INR 2.5 - 3.5 Lacs P.A.
INR 3.0 - 3.5 Lacs P.A.
INR 4.0 - 6.5 Lacs P.A.
INR 3.0 - 4.0 Lacs P.A.
INR 4.0 - 5.0 Lacs P.A.
INR 8.0 - 12.0 Lacs P.A.