Roles and Responsibilities Objective of the role
Position will be responsible for handling the overall existing deposit business for the branch as well
as new acquisition of clients and deposit business through Distribution channel, Own Contacts and
also through Direct Sources and expanding the branch business and retain the existing portfolio.
Responsibility:
Responsible for Branch Deposit Business.
Sourcing recent Deposit business for the branch and also maintaining existing portfolio.
Service existing Customers as well as deposit brokers.
One-point contact for all FD Customers and brokers.
Follow up of renewal business with the Distributors and Direct clients.
Conduct broker empanelment activities and empanel maximum brokers.
Regular interaction with broker and ensure month on month activation.
Conduct direct Marketing activities to increase leads and follow the funnel.
Regular visits to our existing corporates, and also recent corporate acquisitions.
Follow up on FDR Process till the delivery.
Regular High tea with associates and update them about company and process.
Regular training to branch resource on deposit business.
Competencies:
Functional
Excellent Communication, interpersonal skills with Great presentation skill.
Financial Product Knowledge.
B2B Experience and Connect.
Competitive market knowledge.
Solid analytical skills and rich experience conceptualizing financial strategy.