- To Handle portfolio of HNI customers of bank and cross sell various products according to clients need.
- Liability Product selling, education on product features
- Acquire recent customers through referrals from existing customers who meet product criteria
- Regular interaction with the customer to build rapport to understand and update the profile.
- Enhance the Overall value/book size of the portfolio
- Maintain the overall quality / hygiene parameters of the portfolio
- Cross selling Third Party Products of the bank based on the customer need Like MF/Insurance/RBI Bonds
- Joint calls being done along with Supervisor as per defined process
- Advisory services to be offered based on the customers requirement.
- Attrition control of customers
- Achieving MTD and YTD Revenue Targets
- Achievement of income plans and other benchmarks within portfolio
Requirements
Educational Qualifications:
- Graduate - 4 -6 years of experience AMFI / IRDA
Experience Profile: Graduate:
- 4 -6 years of experience AMFI / IRDA
- Post Graduate - 2 -4 years of experience AMFI / IRDA
Personality Traits:
- Revenue Generation, Customer
Acquisition, Customer Retention, Cost Efficiency Through Process