Job Description:

- Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers

- Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.

- Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet.

Generating Incremental Business:

- Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.

- Proactively sell the full range of consumer and commercial product to current and potential Relationships

- Increase CASA balance in allocated portfolio either through Deepening or Acquisition

- Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank.

Customer Engagement:

- Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values

- Face to the client and First person Responsible for service and sales satisfaction of mapped clients

Investments:

- To analyze financial needs of the customers and offer appropriate product with utmost transparency

- Driving revenue business to generate fee income through products like mutual funds, investments and insurance

Audit & Compliance:

- Adherence to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc)

Experience : 1 - 6 Years

Industry Type: Banking / Financial Services / Broking

Role: Sales/Business Development Manager

Functional Area: Sales, Retail, Business Development

Contact Details:

Payal, Sabneet

Second Floor SCO 108 - 109 Sector 8-C Madhya Marg

Chandigarh,India 160009

Telephone 01724333160,121

Company Website http://symbiosisindia.net/

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