Job Description
Associate/Sr.Associate/AM – Sales_Chennai
From 0 to 5 year(s) of experience
₹ Not Disclosed by Recruiter
Chennai
or
Job Description
Roles and Responsibilities
To source new EBS accounts from the existing corporate base and deliver on meeting
NTB targets.
Wealth - Engage with existing EBS customers and helping them identify their wealth
needs ( eg digital wealth management account onboarding & new investment )
To cross-sell asset products of the bank, namely, Home Loans (via referral), Personal
Loans & Cards.
To cross-sell Insurance products (Successful referral through simplified insurance
journey)
To engage with existing credit card customers and work towards spend activation of the
same.
Engage with existing EBS customers to increase penetration across various digital
platforms (eg Mobile X & PIB)
Generate open market business (Credit Cards, Personal Loans etc) through marketing
events / promotions & lead based calling.
Maintain call reports, MIS & other tracking tools (eg LMS, RMS SFE etc) as required.
To respond to customer complaints in a timely manner and to customer satisfaction
Ensure all sourcing meets quality benchmarks as per the performance thresholds shared
(salary thresholds, input defects, customer experience sourcing caps etc)
Deliver fair outcomes for our customers and ensure own conduct maintains the orderly
and transparent operation of financial markets
To ensure the KYC/AML norms of the bank are complied with at all times.
Role:Retail Sales
Salary: Not Disclosed by Recruiter
Industry:Banking
Department:Sales & Business Development
Role Category:Retail & B2C Sales
Employment Type:Full Time, Permanent
Key Skills
cross sellsalesdirect sales
Education
UG:Any Graduate
PG:Any Postgraduate
Company Profile
SKILLVENTORY
Leading global bank in Chennai
Recruiter Name:Henal Malde
Contact Company:SKILLVENTORY
Email:[email protected]
From 0 to 5 year(s) of experience
₹ Not Disclosed by Recruiter
Chennai
or
Job Description
Roles and Responsibilities
To source new EBS accounts from the existing corporate base and deliver on meeting
NTB targets.
Wealth - Engage with existing EBS customers and helping them identify their wealth
needs ( eg digital wealth management account onboarding & new investment )
To cross-sell asset products of the bank, namely, Home Loans (via referral), Personal
Loans & Cards.
To cross-sell Insurance products (Successful referral through simplified insurance
journey)
To engage with existing credit card customers and work towards spend activation of the
same.
Engage with existing EBS customers to increase penetration across various digital
platforms (eg Mobile X & PIB)
Generate open market business (Credit Cards, Personal Loans etc) through marketing
events / promotions & lead based calling.
Maintain call reports, MIS & other tracking tools (eg LMS, RMS SFE etc) as required.
To respond to customer complaints in a timely manner and to customer satisfaction
Ensure all sourcing meets quality benchmarks as per the performance thresholds shared
(salary thresholds, input defects, customer experience sourcing caps etc)
Deliver fair outcomes for our customers and ensure own conduct maintains the orderly
and transparent operation of financial markets
To ensure the KYC/AML norms of the bank are complied with at all times.
Role:Retail Sales
Salary: Not Disclosed by Recruiter
Industry:Banking
Department:Sales & Business Development
Role Category:Retail & B2C Sales
Employment Type:Full Time, Permanent
Key Skills
cross sellsalesdirect sales
Education
UG:Any Graduate
PG:Any Postgraduate
Company Profile
SKILLVENTORY
Leading global bank in Chennai
Recruiter Name:Henal Malde
Contact Company:SKILLVENTORY
Email:[email protected]
💡 Quick Summary
Seeking a career-building opportunity? The Associate|Sr|Associate|AM | Sales position is now open for candidates interested in the Bank Jobs sector. This role in Chennai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
