Job Description

To achieve monthly targets across KPIs, CA, SA, TD, Wealth products both on numbers and values. Grow liabilities book (CA, SA, TD) of mapped portfolio at client/family level through regular client meetings and update CRM meetings daily. Ensure portfolio quality at client/family level by engaging with client to maintain required product/program balances. Increase family banking penetration of mapped portfolio and improve customers to group ratio. Increase income product holding and group income product holding of the mapped portfolio through cross-sell &up-sell. Acquire new HNI customers for the bank, ensure smooth on-boarding and relationship growth through constant engagement. Generate revenue for the bank by offering various products and services to customers. Build strong customer referral model from mapped portfolio to add more NTB customer for the bank. Comply with all regulatory requirements and bank policies. Effectively handle customer complaints, escalations if any. Collaboratively work with all stakeholders to deliver the role expectations. Responsible for 360 degree management of customer including best etiquette and maintaining the highest form of service quality. To clear all certification requirements like AMFI/IRDA and other mandatory certifications. Maintain the hygiene parameters like Re-KYC, Aadhar seeding, PAN updating etc. above the benchmark for the portfolio. To act as single point of contact for all the queries of customer, manage and maintain the relationship and run it towards increasing trend. Establish and foster relationships with mapped customers and potential new customers. Knowledge in terms of managing the wealth customers and products available with the bank and devise sale strategies.

Apart from Hosur( Karnatak) we are also hiring for

Hinkal - Mysore, Koramangala, Jeevanbhema Nagar, Hubli, Kamanahalli, HSR layout, Marathahalli , Yelahanka, Secundarbad

Job Type: Full-time

Pay: Up to ₹700,000.00 per year

Benefits:

Provident Fund
Application Question(s):

Do you have those products experience which are mentioned in the JD? Which location are you comfortable for?
Education:

Bachelor's (Preferred)
Experience:

Banking with CA, SA, TD, Wealth products : 4 years (Preferred)
Work Location: In person

Speak with the employer

+91 7608042262