About the role
Vacancy for below roles Banking Experience Mandatory
- Imperia RM- Minimum Exp. 8 yrs
- Preferred RM- Minimum Exp. 5 yrs
- Authorizer- Minimum Exp. 5 yrs
- PB Classic Exp. 3yrs
- Teller/WD-Min Exp. 1yrs (Only Female hiring)
Preferred profile:
- 3 -11 years of experience in
Banking - Full time graduation.
- Knowledge of basic banking
- Good Communication Skills
- Cross selling of financial Products
Roles and responsibilities-
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Actively participate in Branch operations and sales equally to ensure Branch sales target are met.
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Managing and increasing the portfolio of existing customers mapped and build lasting relationships with our valued Preferred customers, individuals with significant financial assets and a minimum average monthly balance of Rs. 2 lakhs in one account or an average of Rs. 2 lakhs across family Preferred group accounts.
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Recommend tailored financial solutions ,including investment strategies, asset allocation, and risk management plans. Proactively offer new products and services that align with their needs and contribute to their financial growth.
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Review and access the clients portfolio, to align basis market condition and client objective.
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Cross selling & Up-selling of banking and third party products to contribute to Branch overall targets.
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Generate leads through Catchment Working, Referrals and Working on the internal databases.
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Conduct frequent field visits to engage with clients while ensuring touch base with each client at least once in 2 months and mandate joint visits in a month.
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