Retail Branch Banking - Sales_Nagpur
- Quess It Staffing
- 3 to 8 Yrs
- Nagpur
- 2 years ago
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Job Description
Job Name PA (Business Unit) : RBB- RM Service Retail Branch Banking
Job Title : RBB-RM Service
Business Unit (PA) : Retail Branch Banking
Team : Retail Branch Banking
Reports to (job) :Branch Manager
Location of role :Pan India
Job Fn : Sales & Portfolio Management
Role Type: IC No of direct reportees: 0 Travel Required:Moderate
Job Band Range : E1 E4 JD
Job Purpose Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships.
Key Responsibility Areas : 6 8 Areas Activities
HNW Portfolio Management
(Acquiring, Enhancing, Deepening and
Retention)
Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG. Attrition control of customers Achieving MTD and YTD Revenue Targets
Operations, Marketing & Processes Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC / AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individuals workstation
Increase in wallet share
Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the Imperia Customer Sales to family members and associates (all network) Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached
Product Penetration & contribution
towards focused product
Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's Customer To Group ( CTG ) level
Customer Service Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. Customer is informed about any regulatory or process change. Keep the customer updated on program features. Ensure timely customer communication on requests and concerns raised. Proactive complaint management through feedback from customers. Promoting all direct banking channels and ensuring that the customer is utilizing the same Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch and the RM is out Ensure smooth transition of handover/takeover of the portfolio
Educational Qualifications Key Skills(examples listed below)
Graduation
Post-Graduation
Certifications:
AMFI Certification
IRDA Certification
NCFM Certification (Optional) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills
Knowledge of Competition & Current trends in financial Industry.
Experience Required:
Minimum experience in years 2 to 6
Exposure to Portfolio Management segment (Preferred)
Major Stakeholders(intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Product Team Asset Team Treasury Credit Life / General and Health Insurance Partners AMCs
Employement Category:
Employement Type: Full timeIndustry: Banking / Financial Services
Role Category: Sales / BDSales Support / MIS
Functional Area: Not Applicable
Role/Responsibilies: Retail Branch Banking - Sales_Nagpur
Contact Details:
Company: Quess IT StaffingLocation(s): Nagpur
Keyskills: banking sales casa sales cross selling retail branch banking relationship management
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Quess It Staffing
Quess IT- Winning Together Website : https://itstaffing.quesscorp.com/ Industries : Staffing and Recruiting Company size: 10,001+ employees Headquarter : Bangalore , Karnataka Typ: 1997
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