We have opening in Private Bank
Key Responsibilities :-
Incumbent will be responsible for meeting targets, identify new sources from assigned
geography, and maintain relationship with sources and customers, achieving efficiency of
assigned geography and sources there by achieving the desired productivity expected by
the company.
1. Area/ Lane /Geography Mapping.
Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with
the help of supervisor. Identify new sources in the allocated Area/ Geography and inform
the progress to reporting manager during team huddle.
2. Source Relationship Management
Responsible for managing the relationship with all sources assigned and identified by him
in his geography/area.
3. Maintain Reports
Responsible for maintaining reports related to sales and all his activities in the prescribed
format. Should maintain diary on daily basis in the prescribed format of activities.
4. Channel Partner Recruitment
Responsible for identifying the need for appointment of a channel partner.
5. Team Huddle
Responsible for attending team huddle on a daily basis as per the set process.
6. Customer Relationship Management
Responsible for enhancing the customer experience by developing and maintaining
relationship with customers.
7. Completion of File
Responsible for submission of complete application form, documentations and
information.