Job Description
Level: M2 / M3 (in exceptional cases)
Department: Retail Liabilities
Location: Across India
Reporting Relationship: Branch Manager
Job Roleand Responsibilities
• Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.
• Sources new bank customers through external individual efforts and acquisition channel.
• Cross sells bank products to 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 record for assigned customer accounts.
• Tracks customer complaints/queries and turnaround times for customer satisfaction.
JOB REQUIREMENTS
Skills/Knowledge prerequisites
• Customer orientation, High energy and drive AMFI / IRDA certified is preferred
Educational Qualifications
• Graduates / Post Graduates
Experience Profile
• Graduates/Post Graduates with 3-5 years' experience with relevant sales team
💡 Quick Summary
Seeking a career-building opportunity? The Team Leader|Acquisition|RL SALES|Sales position is now open for candidates interested in the Bank Jobs sector. This role in Nagpur 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.