Job Description
• Sources new bank customers through external individual efforts and acquisition channels.
• Cross-selling bank products to the existing set of Branch customers which are mapped.
• Informs customers of new products or product enhancements to further expand the banking relationship.
• Plans and conducts special sales initiatives and events for prospective and existing clients.
• Coordinates with other group companies to provide seamless access to other products.
• Maintains complete relationship records for assigned customer accounts.
• Tracks customer complaints/queries and turnaround times for customer satisfaction.
• Cross-selling bank products to the existing set of Branch customers which are mapped.
• Informs customers of new products or product enhancements to further expand the banking relationship.
• Plans and conducts special sales initiatives and events for prospective and existing clients.
• Coordinates with other group companies to provide seamless access to other products.
• Maintains complete relationship records for assigned customer accounts.
• Tracks customer complaints/queries and turnaround times for customer satisfaction.
💡 Quick Summary
Seeking a career-building opportunity? The Portfolio RM |Deputy Manager position is now open for candidates interested in the Bank Jobs sector. This role in Ahmedabad 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.
