Branch Banking Job Vacancies in Nashik

Key ResponsibilitiesManage a Portfolio of Retail Banking Customers Through Phone, Video, Email, and Digital Channels.Build Long-term Customer Relationships and Act as the Primary Point of Contact for Banking Needs.Promote and Cross-sell Retail Banking Products such as Savings Accounts, Current Accounts, Fixed Deposits, Loans, Credit Cards, Insurance, and Investment Products.Conduct Periodic Customer Reviews to Identify Financial Needs and Recommend Suitable Solutions.Resolve Customer Queries and Service Requests Within Defined Timelines.Achieve Sales, Revenue, and Customer Satisfaction Targets.Ensure Compliance with Banking Regulations, Kyc Norms, and Internal Policies.Maintain Accurate Customer Records and Interaction History in Crm Systems.Support Customer Onboarding and Digital Banking Adoption Initiatives.Identify Opportunities to Deepen Customer Relationships and Increase Wallet Share.

KEY RESPONSIBILITIESService through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards MEASURES OF SUCCESS TAT adherence for updating System - CRM Next Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets. > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted