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Sales Manager & Branch Relationship Manager

1.00 to 6.00 Years   Bangalore   07 Mar, 2023
Acura Solutions
Job LocationBangalore
EducationNot Mentioned
SalaryRs 9 - 12 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    JOB DESCRIPTIONRole/Job Title:Senior Sales Manager (CASA)Business: Retail LiabilitiesFunction/ Department:Branch BankingPlace of work: Delhi/NCR, Uttar Pradesh, Uttarakhand,Rajasthan,Chandigarh, Punjab, Haryana, Jammu and Shimla.Roles & Responsibilities:a) Mentoring a team of Acquisition Managersb) Identifying prospects for acquisition of potential customers for assets products thus generating fee-based revenuesc) Ensuring Sales Acquisition Process is followed including market coveraged) Activating Clients on digital platforms, transactions, thereby responsible for building account float and meeting assigned targetse) Imparting & refreshing product knowledge to team members, ensure complete updated product awareness within the teamf) Responsible of timely resolution of customer queriesg) Ensuring right level of staffing in the branchh) Maintaining low team attritioni) Managing customer centric operations and ensuring customer satisfaction by achieving delivery & service quality normsj) Recommend process changes in order to improve service efficiency and quality across the branch networkk) Monitor the growth and execution as per the defined business planSecondary Responsibilities:a) Regularly conducting activities in the catchment to acquire good quality, HNI customers and build a strong visibilty for IDFC First Bank b) Working on Key Central Initiatives and seeking regular referrals from existing customersc) Collaborating with other team members and support functions to provide products and service offerings to customers***************************************************************************************Job Title -Branch Relationship ManagerPlace of work- MumbaiBusiness Unit- Retail BankingFunction-Branch BankingJob Purpose-The role entails scaling up the Retail Banking business for the bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing constructive relationships with key local clients and working closely with them to boost volume of business by establishing a strong foundation with them as their financial partner of choice. Role will closely collaborate with Cross sell team and Product teams for the same. This role encapsulates the responsibility of owning the customer experience at the branch and deepening the relationship. It includes working with the client to help them make the right financial decisions by providing them with information about financial products.Roles and Responsibilities- Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services- It also includes use of applications actively for designing product suitability matrix, financial planning for the customers- Acting as an interface between the bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and customer servicing- To Enhance & Retain customer profitability by capturing larger share of Wallet- Ensuring compliance with branch SOP and control in sales and service- Deepen the relationship by Cross selling Banks Products

Keyskills :
saving accountcustomer acquisitioncross sellingcurrent accountupsellingsalescasa

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