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Relationship Officer CASA Sales & Service

2.00 to 7.00 Years   Pune   11 Dec, 2019
Rainbow Jobs
Job LocationPune
EducationNot Mentioned
SalaryRs 3.0 - 5 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

Relationship Officer- CASA Sales & Service-Retail Branch Banking Job DetailsLocationBangalore ,BangalorePune,PuneShift Timings9:30 am - 6:30 pm(day shift)Weekly Working Days-5 DaysOff Days:-SAT,SUNSalary & CompensationSalary Offered3. 00 Lac to 5.0 Lac(annually)Incentives

  • PF & ESIC
  • Incentives
ReimbursementsTravel ReimbursementsIncentives StructureDepends on PerformanceSelection CriteriaEducation
  • Graduation Degree mandatory
Experience
  • Minimum 2 yrs of Experience as CASA Sales -Liabilities Sales-Retail Banking Product Sales
  • Client Relationship Management / CASA Sales & Service
  • Acquisition of new customers & Portfolio Management
  • Selling Current Account / Saving Account
  • Cross-Sell investments, life insurance, general insurance and SIP.
  • Ensure AMFI and IRDA certification.
  • 2 yrs to 7 yrs of experience asSales / Business DevelopmentinBanking / Financial Services / Insurancemandatory
  • 2 yrs experience of selling CASA
Age
  • 21 - 37 yrs
Communication
  • Fluent English skills - Ability to Speak, Read & Write
Documents
  • Pan Card
  • Joining and Relieving Letters
  • Marksheets and Degree
  • Aadhar Card
Jobs Description:The key priorities for the Retail Bank are the acquisition of new customers, ensuring we become the Primary Bank by meeting the financial needs of our customers, growing CASA & Retail Deposits and increasing cross-sell of all products offered by the Bank.Job Purpose:Reach Business goals through qualitative business, convert leads to business opportunities, negotiating terms to meet client requirements within the broad policy norms of the Bank and be the interface between the bank and the client for the retail segment.Principal Accountabilities of the Role:
  • Acquire Affluent Customers.
  • Acquire Early Affluent/Affluent customers.
  • Manage Relationships.
  • Manage the 100 200 customers of the branch who can be in a combination with the following. C1+C2( AUM between 1- 10Lacs), SB > 1 Lacs of Avg balance, CA> 3 Lacs of Avg Balance, FD> 10 Lacs.
  • One point of contact for all customers for Wealth as well as Service requirements of the customers.
  • Cross-sell various products depending on the Need analysis of the customers, which are Assets, BB, NTFX, Credit cards, 3-in -1 Trading, FES cards.
  • Do basic Financial planning of the customer and conduct Need analysis.
  • Cross-Sell investments, life insurance, general insurance and SIP.
  • Ensure AMFI and IRDA certification.
  • Ensure all customer instructions are executed the same day.
  • Ensure 100% documentation of all transactions.
  • Drive Non primary customers in their base towards Primary.
  • Driving multi-product strategy in the tagged base.
Contact Person-Rahul-09920624568 / 09936572548 ThanksTeam HrRainbow Jobs

Keyskills :
product salessaving account financial planningportfolio marketing client relationship managementgeneral insurance customer relati

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