Banking Officer - Retail Branch Banking

Selling Products and Services to the Customer Maintaining a Daily Sales Report Ensure quality new acquisition on Saving accounts and Current Accounts for Resident/Non-Resident Utilizing the sales resources for optimal sales support o Penetration of FD to unique customers Sales of various Credit Cards Sales of Third-Party Products (Mutual Funds/Insurance/RBI Bonds) to the customers Sales of Asset Products Customers who have attrited over a certain value (as defined by product) for both savings and current accounts to be called and reasons ascertained Ensuring that customers make us their primary bank Manage the benchmark no. of customers in the portfolio Extend Classic benefits to customers basis identification in eligibility lists Online updation of CRM at every stage of customer contact on the portfolio Ensure that all classic customers within the portfolio are contacted Detailed updation of interaction to be captured in CRM, Tasks/ leads to be created, profiler to be updated on same day of interaction.