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.
Qualification: Graduate/ Post Graduate
Work Experience: 3-6 year
Local candidates are preferred
Job Type: Full-time
Pay: Up to ₹700,000.00 per year
Benefits:
Provident Fund
Application Question(s):
Do you have experience with KPIs, CA, SA, TD, Wealth products?
Experience:
Relationship management: 3 years (Preferred)
Work Location: In person
Speak with the employer
+91 9040347032
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