oManaging the banking and investments relationship and responsiblefor overall growth of Liabilities & Investment business from branch / retailcustomers
oDevelop, manage, and expand customer relationships by providingservice level which exceeds client expectations of most important customersegment.
oIdentify current and potential relationship with additionalrevenue potential and grow business volumes for larger share of customerwallet.
oSales targets spread across liabilities, retail assets, businessbanking, forex, cards, investments etc.
oProactively sell the full range of consumer and commercial productto current and potential Relationships
oIncrease CASA balance in allocated portfolio either throughDeepening or Acquisition
oDriving higher product and channel penetration to deepen mappedrelationships and to increase customer relationship value with the bank.
oEnsuring portfolio quality by regularly engaging with each mappedrelationship and maintaining the desired relationship values
oFace to the client and First person Responsible for service andsales satisfaction of mapped clients
oTo analyze financial needs of the customers and offer appropriateproduct with utmost transparency
oDriving revenue business to generate fee income through productslike mutual funds, investments and insurance
Adherenceto the Bank’s policy on acquisition / BSA / KYC etc as well as compliancerequirements of regulatory authorities (RBI / SEBI / AMFI / IRDA, etc
Graduation (Post Graduate preferred)
AMFI / NCFM / NISM / IRDA / JAIIB / CAIIB& such relevant certifications will be an added advantage