Job Description
Sales & and Process Implementation: Maintain Daily Sales Report Monitoring of CH 106 and CH 126 calling Ensure quality new acquisition on SA and CA for Resident/Non Resident a.
Depletion control Penetration of Saving Accounts on non liability customers Ensure that all staff are aware of the benefits that a customer would enjoy if they do not opt for DNC registration Calling on Large Value Attrition: a.
Customers who have attrited over a certain value (as defined by product) for both savings and current accounts to be called and reasons ascertained b.
To impress upon customers to make us the primary bankers and ensure that all funds are retained.
A/c Closure: To talk to all clients who have approached to close their accounts and ensure that genuine customers a/cs are retained.
Managing and monitoring performance of the sales resources (BDR/COEX/Asset Coordinator) for optimal sales support Penetration of FD to unique customers Responsible for penetration and activation of credit cards a.
Ensure that all sales staff pitch for enhancement of limits b.
Promote active usage of credit cards Sales of Third Party Products to the customers a.
MF/Insurance/RBI Bonds b.
Ensure that requisite certifications are done (AMFI) Sales of Asset Products Disseminating product information to the customer and staff Audit & SQ Handling & Mandatory Compliances Basic Hygiene Parameter like "Customer Instruction FTNR, Demat FTNR, CASA Activation" Escalations Handling" and Complaints Maintaining Branch Upkeep and decorum at all times Enhancing customer wallet size a.
Depletion control Penetration of Saving Accounts on non liability customers Ensure that all staff are aware of the benefits that a customer would enjoy if they do not opt for DNC registration Calling on Large Value Attrition: a.
Customers who have attrited over a certain value (as defined by product) for both savings and current accounts to be called and reasons ascertained b.
To impress upon customers to make us the primary bankers and ensure that all funds are retained.
A/c Closure: To talk to all clients who have approached to close their accounts and ensure that genuine customers a/cs are retained.
Managing and monitoring performance of the sales resources (BDR/COEX/Asset Coordinator) for optimal sales support Penetration of FD to unique customers Responsible for penetration and activation of credit cards a.
Ensure that all sales staff pitch for enhancement of limits b.
Promote active usage of credit cards Sales of Third Party Products to the customers a.
MF/Insurance/RBI Bonds b.
Ensure that requisite certifications are done (AMFI) Sales of Asset Products Disseminating product information to the customer and staff Audit & SQ Handling & Mandatory Compliances Basic Hygiene Parameter like "Customer Instruction FTNR, Demat FTNR, CASA Activation" Escalations Handling" and Complaints Maintaining Branch Upkeep and decorum at all times Enhancing customer wallet size a.
💡 Quick Summary
Seeking a career-building opportunity? The RBB|PB Authoriser 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.
