Job Description:

Key Accountabilities

- Acquire and upgrade quality Treasures clients in the branch location areas

- Engage with existing customers to deepen the wallet share through retention and growth of AUM

- Accountable for achieving monthly & annual volume and revenue objective, as agreed

- Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth

- Ensure proper implementation & execution of product strategies through effective relationship management

- Develop the client trust and loyalty for entrenched relationship with Cleint through lifestyle and beyond banking propositions

- Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage

- Drive and deliver exemplary customer service in the local market and uphold Client service standards

- Ensure internal and regulatory compliance through strict adherence to Companies sales process, timely risk reviews and exercising due diligence while on-boarding

- Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl doorstep banking etc

Job Duties & Responsibilities

- Establish, manage and grow the AUM of the elite Treasures Client segment by acquiring and nurturing the client

- Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist with clients

- Ensure complete knowledge of all products & services through continuous skill and knowledge improvement

- Resolve customer queries and complaints within the agreed TAT as per the Client customer service policy

- Provide feedback on market, competition and products, suggest innovations & ideas for continuous product and service improvements

- Keep attuned to the current economic and financial markets to be current and proficient to ensure effective engagement with the elite segment of Treasures customers

- Coordinate and work closely with CBG Relationship Manager peer groups and colleagues, Service teams, Product specialist at branches to ensure that team objectives are met through an environment that nurtures harmony and collaboration through team work

- Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives

- Ensure internal and regulatory compliance and address operational

Profile Summary:

Employment Type : Full Time
Salary : Not Mentioned
Deadline : 20th Apr 2020

Key Skills:

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