Prograd

Avinashi Road, Coimbatore

Key Responsibilities:Selling of banks and third party products to new customers.Conducting marketing activities and travel locally to meet new customers as a daily activity.Contacting existing customers for more deposits and cross selling of more products.Achieve sales targets as assigned by the organization on a daily and monthly basis.Complete all mandatory certifications required for the role (AMFI, EUIN etc.).Complete all learning activities conducted by the bank from time to time.Daily entry of interaction with customers in banks CRM system.Follow all compliance guidelines (regulatory & legislative) for each activity.Participate and follow all initiatives that are undertaken by the bank from time to time

Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.Sources new bank customers through external individual efforts and acquisition channels.Cross-sells bank products to the existing set of Branch customers which are mapped.Informs customers of new products or product enhancements to further expand the banking relationship.Plans and conducts special sales initiatives and events for prospective and existing clients.Coordinates with other group companies to provide seamless access to other products.Maintains complete relationship records for assigned customer accounts.Tracks customer complaints/queries and turnaround times for customer satisfaction

Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.Sources new bank customers through external individual efforts and acquisition channels.Cross-sells bank products to the existing set of Branch customers which are mapped.Informs customers of new products or product enhancements to further expand the banking relationship.Plans and conducts special sales initiatives and events for prospective and existing clients.Coordinates with other group companies to provide seamless access to other products.Maintains complete relationship records for assigned customer accounts.Tracks customer complaints/queries and turnaround times for customer satisfaction

Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.Sources new bank customers through external individual efforts and acquisition channels.Cross-sells bank products to the existing set of Branch customers which are mapped.Informs customers of new products or product enhancements to further expand the banking relationship.Plans and conducts special sales initiatives and events for prospective and existing clients.Coordinates with other group companies to provide seamless access to other products.Maintains complete relationship records for assigned customer accounts.Tracks customer complaints/queries and turnaround times for customer satisfaction

* Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.* Sources new bank customers through external individual efforts and acquisition channels.* Cross-sells bank products to the existing set of Branch customers which are mapped.* Informs customers of new products or product enhancements to further expand the banking relationship.* Plans and conducts special sales initiatives and events for prospective and existing clients.* Coordinates with other group companies to provide seamless access to other products.* Maintains complete relationship records for assigned customer accounts.* Tracks customer complaints/queries and turnaround times for customer satisfaction

Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.Sources new bank customers through external individual efforts and acquisition channels.Cross-sells bank products to the existing set of Branch customers which are mapped.Informs customers of new products or product enhancements to further expand the banking relationship.Plans and conducts special sales initiatives and events for prospective and existing clients.Coordinates with other group companies to provide seamless access to other products.Maintains complete relationship records for assigned customer accounts.Tracks customer complaints/queries and turnaround times for customer satisfaction

* Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.* Sources new bank customers through external individual efforts and acquisition channels.* Cross-sells bank products to the existing set of Branch customers which are mapped.* Informs customers of new products or product enhancements to further expand the banking relationship.* Plans and conducts special sales initiatives and events for prospective and existing clients.* Coordinates with other group companies to provide seamless access to other products.* Maintains complete relationship records for assigned customer accounts.* Tracks customer complaints/queries and turnaround times for customer satisfaction

* To prospect and meet the potential customers, Understand the Need of the customer, and Explain the products and features* To achieve the given No and value targets for the month for CASA.* Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.* Sources new bank customers through external individual efforts and acquisition channels.* Plans and conducts special sales initiatives and events for prospective and existing clients.* Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.