Job Description:

Job Purpose

· To facilitate acquisition of new current account customers in the branch

· Ensure Activation and value build-up in newly acquired current account customer portfolio / value enhancement from portfolio of customers assigned

· Higher customer wallet share of float and focus on cross-sell of business need products & personal banking and investment products to portfolio customers


Job Responsibilities


Acquisition and Value Build Up

· Achievement of new acquisition value and number plan for retail current accounts for the branch (responsibility on new acquisition plans/product mix etc will be basis the acquisition model )

· Ensure overall value enhancement from the portfolio of customers handled


Portfolio Management

· Responsible for monitoring the portfolio health of portfolio retail current accounts in the branch, with respect to on-boarding, activation, value build-up & AQB maintenance

· Understanding the customer business and prepare customer profile

· Maintain continuous customer engagement through customer visits / contacts and proactive resolution of customer issues / queries

· Proactively monitoring balances and controlling attrition


Educational Qualifications

· Graduation/ Post-Graduation


· NISM V-A Certification

· IRDA Certification

· NCFM Certification (Optional)

· CAIIB (Optional)

· Internal Certification

· GI certification


Key Skills

· Basic knowledge of banking products / services

· Good relationship management and presentation skills

· Effective communication and influencing skills

· Preferably having prior experience in sales / relationship management roles in banking (including branch banking or other banking verticals) or financial services


Experience Required

· Minimum experience in years – 2 yr

· Exposure to banking preferable


Interested candidates send their resume on Email idcharmyboyenhaddincom

Profile Summary:

Employment Type : Full Time
Industry : Banking/Financial Services/Broking
Functional Area : Sales / BD
Role : Sales/BD Manager
Salary : 1000000.00 - 1200000.00
Deadline : 19th Nov 2019

Key Skills:

Company Profile:

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