Branch Sales Exec - Insurance / Banca -For CASA Retail Sales Mumbai

Branch Sales Exec - Insurance / Banca -For CASA Retail Sales Mumbai

02 Aug
|
Quotient Consultancy
|
Mumbai

02 Aug

Quotient Consultancy

Mumbai

:

Sales Executive

Candidates from Banking / Insurance

Training Provided - Nearest Branches availed

Contact Person : Divya - Wassup Connect (phone hidden)

[email protected]

2 Yrs Experience in Sales of CASA / Insurance / Bancassrance

Age : 30 to 32 years

Functional DesignationRelationship / Sales Manager -Primer Current

AccountDepartmentBranch Banking

JobSales / AcquisitionJob Title ManagerLocation PAN India- As defined

Reporting To Senior Relationship Manager - Primer Current Account

1. Position Purpose

Acquisition of High End Current Accounts through open market along with cross selling of other products of the Bank.
1. Position Responsibilities :

Sr.Key Responsibilities1New to bank acquisition of high end current accounts through open market lead generation and closure, 4~5 CA in a month of which 2 should be PCA & IP of 3 lacs, M1 MAB of 4 lacs. Adherence to Bank policies and guidelines such as KYC & AML2Ensure successful onboarding of customer for a smooth transition to branch banking team.

3Activation of customer Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB.





4Activities for lead generation

5Cross sell Lead generation/ basic enquiry, liaising with Branch Manager & product teams

(RBL, trade, FX, CMS/DSB etc.) to offer right business solutions to the customer

1. Qualifications and Experience Requirement

QualificationsMinimumGraduate Preferred MBA + IRDA qualifiedExperienceEssential- 2-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segment

- Must possess valuable knowledge of commercial catchments and business segments for new to bank acquisition.
- Should know the local language.

1. Competency Requirements

2. Technical Skills

SkillAttributeComputer SkillsGood skills of Excel. Banking KnowledgeCandidates with basic knowledge of Business Banking, Trade/FX will be preferable.

1. Behavioural Skills

SkillAttributeCommunication SkillsGood written & verbal communication. Fluency in English (written and spoken) Presentable and with High Grooming standards CTC- Maximum 4.5 lacs PA fixed (including PF & Gratuity) + incentives + Reimbursements for local conveyance & mobile (As per Bank Policy )

📌 Branch Sales Exec - Insurance / Banca -For CASA Retail Sales Mumbai
🏢 Quotient Consultancy
📍 Mumbai

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: branch sales exec - insurance / banca -for casa retail sales mumbai / mumbai

Subscribe to this job alert:

Get the latest job offers by email for: branch sales exec - insurance / banca -for casa retail sales mumbai / mumbai