Hiring For a Leading Private Sector bank for Casa Sales

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