Job Description
Job Purpose
Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers.
So that
We become the primary banker for these Classic relationships and maximize the share of wallet of these customers.
Job Responsibilities(JR)
Actionable
Sales
Maintain Daily Sales Report
CH 106 and CH 104 Calling
Structured bundled offering of Products and Services to the customer within the defined time line
Ensure quality new acquisition on SA and CA for Resident/Non Resident
Walk Ins
Portfolio
Referrals
Friends
Associates
Family members
Attrition control
Includes persuading the customer to continue and if required renew FDs
Deepen by cross selling sticky products like Demat, Bill Pay, Advisory.
Ensure quality of relationship while flagging. Should be capable of maintaining eligibility
Regular customer contact to establish needs of the customer and opportunities to cross-sell
Monitor large amount movements and account closure from the deposit accounts and ensure that customer does not attrite
Ensure that the marketing analytics list on possible attrite, is called and retained
Penetration of Saving Accounts on non liability customers
Propagate the benefits of not being on DNC registration list in case a non-portfolio customer opts for it
Utilizing the sales resources (BDR/COEX) for optimal sales support
Penetration of FD to unique customers
Using Data-mine for cross-selling
Sales of various Credit Cards
Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers.
So that
We become the primary banker for these Classic relationships and maximize the share of wallet of these customers.
Job Responsibilities(JR)
Actionable
Sales
Maintain Daily Sales Report
CH 106 and CH 104 Calling
Structured bundled offering of Products and Services to the customer within the defined time line
Ensure quality new acquisition on SA and CA for Resident/Non Resident
Walk Ins
Portfolio
Referrals
Friends
Associates
Family members
Attrition control
Includes persuading the customer to continue and if required renew FDs
Deepen by cross selling sticky products like Demat, Bill Pay, Advisory.
Ensure quality of relationship while flagging. Should be capable of maintaining eligibility
Regular customer contact to establish needs of the customer and opportunities to cross-sell
Monitor large amount movements and account closure from the deposit accounts and ensure that customer does not attrite
Ensure that the marketing analytics list on possible attrite, is called and retained
Penetration of Saving Accounts on non liability customers
Propagate the benefits of not being on DNC registration list in case a non-portfolio customer opts for it
Utilizing the sales resources (BDR/COEX) for optimal sales support
Penetration of FD to unique customers
Using Data-mine for cross-selling
Sales of various Credit Cards
💡 Quick Summary
Seeking a career-building opportunity? The Hiring For a Leading Private Sector bank for Casa Sales position is now open for candidates interested in the Bank Jobs sector. This role in Faridabad 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.