JOB ROLE :
· Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.
· Sources new bank customers through external individual efforts and acquisition channel.
· Cross sells bank products to existing set of Branch customers which are mapped.
· Informs customers of new products or product enhancements to further expand the banking relationship.
· Plans and conducts special sales initiatives and events for prospective and existing clients.
· Coordinates with other group companies to provide seamless access to other products.
· Maintains complete relationship record for assigned customer accounts.
· Tracks customer complaints/queries and turnaround times for customer satisfaction
JOB REQUIREMENT:
· Graduate - 3 -5 years of experience
· Post Graduate - 2 -3 years of experience
· Customer orientation
· High energy and drive AMFI / IRDA certified is preferred
· Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.
· Sources new bank customers through external individual efforts and acquisition channel.
· Cross sells bank products to existing set of Branch customers which are mapped.
· Informs customers of new products or product enhancements to further expand the banking relationship.
· Plans and conducts special sales initiatives and events for prospective and existing clients.
· Coordinates with other group companies to provide seamless access to other products.
· Maintains complete relationship record for assigned customer accounts.
· Tracks customer complaints/queries and turnaround times for customer satisfaction
JOB REQUIREMENT:
· Graduate - 3 -5 years of experience
· Post Graduate - 2 -3 years of experience
· Customer orientation
· High energy and drive AMFI / IRDA certified is preferred