- The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch
- It also entails developing constructive relationships with key local clients and working closely with them to boost volume of business by establishing a strong foundation with them as their financial partner of choice
- Role will closely collaborate with Cross sell team and Product teams for the same
- This role encapsulates the responsibility of owning the customer experience at the branch and deepening the relationship
- It includes working with the client to help them make the right financial decisions by providing them with information about financial products
Roles and Responsibilities:
Primary Responsibilities:
- Handling a group of key clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services.
- It also includes use of applications actively for designing product suitability matrix, financial planning for the customers.
- Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing.
- To Enhance & Retain customer profitability by capturing larger share of Wallet.
- Ensuring compliance with branch SOP and control in sales and service.
- Deepen the relationship by cross selling Banks Products.
Secondary Responsibilities:
- Maintain excellent relations with local dealers to help source clients to expand reach and brand of the Bank.
- Evaluate the feasibility of new initiatives in offering, channel & process point of view and ensure its implementation to improve overall operational efficiency.
- Collaborate with other branch departments and functions to provide products and service offerings to the customer.
Education Qualification :
Graduation: Any Graduate
Experience: 2 to 5 of experience in sales
