Branch Relationship Manager - CASA - Kolkata

NorthEast Digital Marketing Consultancy

To Handle portfolio of HNI customers of bank and cross sell various products according to clients need.

Liability Product selling, education on product features

Acquire new customers through referrals from existing 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 Third Party Products of the bank based on the customer need Like MF/Insurance/RBI Bonds

Joint calls being done along with Supervisor as per defined process

Advisory services to be offered based on the customers requirement.

Attrition control of customers

Achieving MTD and YTD Revenue Targets

Achievement of income plans and other benchmarks within portfolio

Requirements

Educational Qualifications: Graduation/Post-Graduation

Certifications:

NISM V-A Certification

IRDA Certification

NCFM Certification (Optional)

CAIIB (Optional)

Internal Certification

GI certification

Key Skills:

Sales and Influencing Skills

Banking Product & Process Knowledge

NRI Product and Regulatory Knowledge

Planning and Organizing Skills

Communication

Knowledge of Competition & Current trends in financial Industry.

Experience Required

Exposure to banking, Banca insurance, Wealth Management are encouraged to apply

• Experience

  1 - 5 Years

• No. of Openings

  10

• Education

  Any Bachelor Degree

• Role

  Branch Relationship Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office