- Responsible for CA Nos Acquisition & On boarding Cross -sell income target achievement Customer Engagement: Handling a portfolio of 80 – 100 CA led Groups with a max.
- Of 50 base groups.
- Portfolio Quality & Hygiene: a.
- To offer right business solutions to the customer with regular engagement with customer for value build up and cross sale.
- Maintain portfolio quality benchmarks for Activation / balance maintenance / Digital Activation & Family Banking.
- Lead generation for Business Assets [Fund Based and Non Fund Based] through EEG, BBG, LAP, ECG& BL Responsible to ensure Customer On-boarding/Process Adherence/Supervisory Reviews/Joint Calls, with adherence to Bank policies and guidelines such as KYC & AML/reduction of FTNR.
- 1. Sales and Influencing Skills
- 2. Banking Product & Process Knowledge
- 3. NRI Product and Regulatory Knowledge
- 4. Planning and Organizing Skills
- 5. Communication
- 6. Knowledge of Competition & Current trends in financial Industry.
Experience: 1 – 2 Years
Location: Nashik, Maharashtra, India
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