NRI -Personal Banker

1.00 to 4.00 Years Bangalore 19 May, 2023

Job Location	Bangalore
Education	Not Mentioned
Salary	Rs 2.5 - 4.5 Lakh/Yr
Industry	Banking / Financial Services
Functional Area	Sales / BD
EmploymentType	Full-time

Job Description

HNW Portfolio Management
Identify existing branch customers who meet Classic program criteria and flag them on the system to upgrade these customers under the program
Acquire new customers who meet product criteria and flag them on the system
Regularly interact with the customer to build relationships and understand the profile.
Liability products CASA, FX, Quickremit etc
Operations, Marketing & Processes
Contact 15 unique customers daily for sales calls
Update CRM with Purpose of Call, Discussion Happened, Outcome of call and next follow up date
Update any Event Based Triggers (EBTs)
Update any portfolio client related process like LTR and any other such system as informed from time to time
Handling Service Request for program clients
Ensure certification of documentation required for opening and maintaining customer accounts
Follow all NR Desk related processes (like Day Plan, Fee Plan and any other that may be notified from time to time)
Increase in market share
Look for opportunities to cross sell any other product of the Bank, to ensure solution for all banking needs of the NRI Customer
Product Penetration & contribution towards CCC.

Keyskills :
salesb2b salescasa sales

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NRI -Personal Banker

Job Description

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