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

RequirementsEducational 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

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