Walk in Drive PB Classic Across Bangalore

Role & responsibilities

Manage Classic portfolio by acquiring new customers, deepening relationships through cross-selling, and retaining customers by delivering exceptional service. Aim to become the primary banker for Classic relationships and maximize wallet share.
Key Responsibilities

• Ensure Sales responsibilities are completed.
• Managing Classic Portfolio

Manage benchmark customer numbers in the portfolio.Group customers with family members for enhanced relationships.Achieve income-generating product benchmarks.Enhance customer group profitability and wallet size.Update CRM with detailed customer interactions.

• Customer Services

Deliver quality customer service and resolve complaints within TAT. Promote direct banking channels and assist customers.Ensure timely account opening and customer communication.Operations

• Maintain daily sales reports.

Ensure quality acquisition of savings and current accounts.Cross-sell products like Demat, Bill Pay, and Advisory.Monitor large account movements and prevent attrition.Promote third-party products like MF, Insurance, and Bonds.Ensure error-free documentation for account opening and instructions.

• Adhere to KYC norms and maintain 5-S standards.

Manage locker operations and standing instructions.Update CRM for asset leads and weed-out database.

Preferred candidate profile

Minimum experience in years 3

Exposure to Portfolio Management segment (Preferred)

Sales and Influencing Skills

Banking Product & Process Knowledge

NRI Product and Regulatory Knowledge

Planning and Organizing Skills

Good Communication skills

Knowledge of Competition & Current trends in financial Industry.

Location: Koramangala, MG Road, Richmond Road, Cox Town, JP Nagar, Jayanagar, Whitefield, Electronic City, Marathahalli, Indiranagar, Yelahanka, Rajajinagar, Millers Road, Old Airport Road