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
Certifications:
NISM V-A Certification
IRDA Certification
NCFM Certification (Optional)
CAIIB (Optional)
Internal Certification
GI certification
Key Skills:
Sales and Influencing Skills
Banking Product & Process Knowledge
NRI Product and Regulatory Knowledge
Planning and Organizing Skills
Communication
Knowledge of Competition & Current trends in financial Industry.
Experience Required:
Minimum experience in years – 3 Years
Exposure to banking, Banca insurance, Wealth Management are encouraged to apply