SkillLabs

Chandigarh

Roles and ResponsibilitiesContinuous engagement with the portfolio customers as per the contact policy.(Contact Policy-Daily 30-35 unique customer calls along with Sales/Complaints follow up , if any)Profiling of customer to be done on every customer engagement point.Cross Sell of Banks products to engage and generate revenue from customers.Ensure adherence to Bank's processes and audit requirements.Ensure accurate and timely resolution of customer complaints with no /minimum escalationsSales Objective:Cross-sell of right product basis profiling and customer needSales across all product segments as offered by the BankIdentifying and extending Programme Benefits to all family members as per Bank's objectiveDeepening of existing relationshipsMeeting sales objective and customer service delivery parameter

Roles and ResponsibilitiesContinuous engagement with the portfolio customers as per the contact policy.(Contact Policy-Daily 30-35 unique customer calls along with Sales/Complaints follow up , if any)Profiling of customer to be done on every customer engagement point.Cross Sell of Banks products to engage and generate revenue from customers.Ensure adherence to Bank's processes and audit requirements.Ensure accurate and timely resolution of customer complaints with no /minimum escalationsSales Objective:Cross-sell of right product basis profiling and customer needSales across all product segments as offered by the BankIdentifying and extending Programme Benefits to all family members as per Bank's objectiveDeepening of existing relationshipsMeeting sales objective and customer service delivery parameter

Please find JD for PRM- Managing the High Net Worth customers of the Bank- Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.- Profiling Customers and provide financial products to meet customer needs- Ensuring the highest levels of service to the High Net Worth customers- Providing financial planning & Investment Advise- Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc.- One point contact for all requirements of High Net Worth customers in the Branch- Acquisition & Servicing of High Net Worth customersDesired Candidate Profile:- Any Graduate/Post Graduate/ Professional Degree with Minimum 3 years of work experience in Retail Branch Banking- Excellent knowledge of banking products & services, equities markets, unit trusts and other personal investment services.- Good Relationship Management & service focus Skills- Good Communication, Presentation, Interpersonal & Influential Skills.- Knowledge of liability products, third party products like Mutual Fund, Insurance.