Branch Relationship Manager Casa Kolkata
Year Kolkata, West Bengal, India
Job Description
- 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 new 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
- Educational Qualifications: Graduation/Post-Graduation
- 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 \xe2\x80\x93 3 Years
- Exposure to banking, Banca insurance, Wealth Management are encouraged to apply
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Job Detail
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Job IdJD3071254
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Rs.1200000 per year
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Employment StatusPermanent
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Job LocationKolkata, West Bengal, India
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EducationNot mentioned
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ExperienceYear