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Job Location | Chandigarh |
Education | Not Mentioned |
Salary | Rs 1.5 - 3.5 Lakh/Yr |
Industry | Banking / Financial Services |
Functional Area | Finance / Accounts / Tax |
EmploymentType | Full-time |
- Managing high Net worth customers and providing them best in class banking services. Ensuring we are the primary bankers for the customer- New acquisition of customers to portfolio / deepening their banking relationship with us and offering them with various products of our bank.- Enhancement of the relationship by cross-selling products and services as per the profile & need of the customers- Retention of the customers by providing the best possible services and being the dedicated point of contact for these customersKey Result / Responsibility Areas :Sales (Acquiring, Enhancing, Deepening and Retention)- Acquire new customers who meet product criteria and flag them on the system- Referrals generated from existing customers- Leads generated by branch staff & personal leads- Internal bank databases- Increase liabilities size of relationship via- Balances in a/cs of existing customer- Acquire all related ids of the Primary id and send racing /deracing request on Web-based system for flagging and grouping- Use updated Wallet share Data in CRM Next to track accounts and products with other bank and transfer the same- Know the customers business to proactively provide financial solutions- Utilizing the sales resources (BDR or COEX or Asset Coordinator) for optimal sales support- Penetration of products across family groups.- Sales across all product segments-TPP, Assets, Trade Forex, Cards etc and new products.- Promotion of digital platforms like net banking / mobile banking / Pay Zapp / Chillr / Smart Buy etc to customers- Meet customer engagement process as per guidelines laid down. i.e. Contacts Benchmark- 100 % of active groups to be contacted every month.- Personal Visit Benchmark - 100 % of active groups to be met atleast once in rolling 3 months i.e., 33.33 % unique visits per month.Contacts Benchmark :- For preferred -100 % of active groups to be contacted once every 2 months i.e., 50 % unique contacts per month.- For Imperia - 100 % of active groups to be contacted every month.Personal Visit Benchmark -- For preferred -100 % of active groups to be met atleast once in rolling 4 months i.e., 25 % unique visits per month.- For Imperia - 100 % of active groups to be met atleast once in rolling 3 months i.e., 33.33 % unique visits per month.Portfolio Management :- Identify existing/new customers who meet Preferred product criteria and flag them on the system and upgrade these customers under the Preferred programme in line with the Preferred grouping criteria- Liaising with PB to flag eligible customers from Classic portfolio- Identifying customers through Large Transaction reports (LTR)- GMs or VPs of all Cat A companies and CSRM salary account companies which meet programme criteria and have future potential- Taking referral from satisfied customers.- Ensure that individual customers are grouped and Customer To Group (CTG) Ratio is maintained on the portfolio- By grouping them with their family members who already hold accounts with us- By grouping them with their family members post selling liability products to the family members, if they do not have banking relationship with us- Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached- Ensure that within each customer group a minimum number of stipulated Income Generating products are sold- Ensure that the Customer Group profitability is achieved- Manage Band 1 and 2 customers and ensure that they are moved to Band 3 and above- Ensure that atleast one income product is sold to each Preferred group in the year- Ensure minimum productivity of 4 income per day- Maximum customers transaction to be done online across customers / groups.- Portfolio Values to grow gradually - CA, SA & TD- Call Planning basis APT, Call Plan. Pre & Post Sales Planning- Sales Kit comprise of Forms / Fact sheets / Recommendations to ensure Instant close of sales- Tracking of all products leads till end result not justified.- Customer interactions are duly updated on CRM Next- Any other job / task assigned by supervisor from time to time.- Profile changes (if any) are duly updated in CRM Next- Customer account must be updated with current contact details.- Enhancing customer wallet size- Ensuring that customers make us their primary bank- Knowing about where all the customer is currently banking and moving him to our BankContact_8959518604
Keyskills :
communicationaccountsfinancepersonalbankingsalesoperationsmarketingdatabasesmanagementcompliancealaryaccountcustomerservicebusinessdevelopmentrelationshipmanagementmsoffice