Description

Key Responsibilities:

- Customer Engagement:

- Interact with mapped customers via meetings, video calls, and telephonic conversations.

- Handle a mapped book of ~1000–1500 customers across 2–3 branches (C Category).

- Demonstrate and enroll customers in digital banking services.

- Sales & Business Development:

- Cross-sell and upsell across:

- Assets: Home Loans, LAP, Car Loans, Personal Loans, Gold Loans, Working Capital, Commercial Vehicle Loans.

- Liabilities: Current Accounts, Savings Accounts, Term Deposits.

- Third Party Products: Life Insurance, General Insurance, Mutual Funds (Trinity).

- Convert leads from VRM (Virtual RM) and CEC (Customer Engagement Center).

- Achieve monthly sales and revenue targets.

- Relationship Management:

- Deepen existing relationships in CA, SA, and TD segments.





- Ensure customer stickiness and upgrade category.

- Handle service requirements like account opening, cheque book issuance, and product feature explanation.

- Collaboration:

- Work closely with internal teams (LI, GI, KSEC, IC, Asset) for timely business conversion.

- Drive service activations and customer acquisition through referrals and family households.

Candidate Requirements:

- Education: Graduate/Postgraduate in any stream.

- Experience: Minimum 1 year in banking or financial services.

- Skills:

- Solid communication and interpersonal skills.

- Sales acumen and customer-centric approach.

- Energetic, confident, and a go-getter attitude.

📌 Regional Manager-Customer 360-Branch Banking-Sales (Chandigarh)
🏢 Nameless
📍 Chandigarh