Job Description
Role/Job Title: Engagement Partner
Work Experience-: 2- 5years
Business : Retail Banking
Function/ Department: Retail Liabilities
Roles & Responsibilities
• Developing and maintaining strong customer service relationships with ETB and NTB customers in the startup banking portfolio.
• Understanding startup customer service needs and advising suitable products & services.
• Identify potential client needs and generate quality leads for the business team in their respective zones.
• Activating customer on various digital platforms of the bank and assist onboarding/training if required.
• Achieving incremental wallet share from the existing customer through regular virtual engagements.
• Proactively sharing information on startup banking products & services to the customer and ensure best service.
• Upsell and cross-sell various products and services across different customer requirements.
• Engage with clients on a regular basis, build rapport and provide quick responses to their service inquiries.
• Coordinating with the business team and ensuring that the leads generated virtually are actioned and leads are converted ultimately driving incremental sales.
• Acquire new customers from referral leads.
Managerial & Leadership Responsibilities –
• Analytical, Communication, Collaboration & Negotiation Skills.
Job Requirements – Academics
Title
Stream/ Specialization (tick mark)
Type of University / Institute) (Premier/ Tier I, II, III, Others)
Part Time / Full Time
Graduate
Commerce/Art/Science/BBA/Engg./B.tech
Tier I or II
Full Time
Post Graduate
Marketing/Finance/Business Management/M.com
Tier I or II
Full Time
Work Experience-: 2- 5years
Business : Retail Banking
Function/ Department: Retail Liabilities
Roles & Responsibilities
• Developing and maintaining strong customer service relationships with ETB and NTB customers in the startup banking portfolio.
• Understanding startup customer service needs and advising suitable products & services.
• Identify potential client needs and generate quality leads for the business team in their respective zones.
• Activating customer on various digital platforms of the bank and assist onboarding/training if required.
• Achieving incremental wallet share from the existing customer through regular virtual engagements.
• Proactively sharing information on startup banking products & services to the customer and ensure best service.
• Upsell and cross-sell various products and services across different customer requirements.
• Engage with clients on a regular basis, build rapport and provide quick responses to their service inquiries.
• Coordinating with the business team and ensuring that the leads generated virtually are actioned and leads are converted ultimately driving incremental sales.
• Acquire new customers from referral leads.
Managerial & Leadership Responsibilities –
• Analytical, Communication, Collaboration & Negotiation Skills.
Job Requirements – Academics
Title
Stream/ Specialization (tick mark)
Type of University / Institute) (Premier/ Tier I, II, III, Others)
Part Time / Full Time
Graduate
Commerce/Art/Science/BBA/Engg./B.tech
Tier I or II
Full Time
Post Graduate
Marketing/Finance/Business Management/M.com
Tier I or II
Full Time
💡 Quick Summary
Seeking a career-building opportunity? The Engagement Partner position is now open for candidates interested in the Counter Sales Jobs sector. This role in Maharashtra 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 Counter Sales Jobs is a plus.