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Hiring for RM-TPP Investments for Leading Bank at Chandigarh-Jalandhar-Haryana
전망: 101
갱신일: 24-05-2024
위치: Kapurthala Punjab
범주: 금융 / 은행 / 재고 매상
산업: Staffing Recruiting
수평: Mid-Senior level
직업 종류: Full-time
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작업 내용
Responsibilities -- Managing the banking and investments relationship and responsible for overall growth of Liabilities Investment business from branch/retail customers.
- Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.
- Responsible for TPP Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
- Proactively sell the full range of consumer and commercial product to current and potential Relationships.
- Increase CASA balance in allocated portfolio either through Deepening or Acquisition.
- Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank - Customer Engagement.
- Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values.
- Face to the client and First person Responsible for service and sales satisfaction of mapped clients - Investments.
- To analyze financial needs of the customers and offer appropriate product with utmost transparency.
- Driving revenue business to generate fee income through products like mutual funds, investments and insurance - Audit Compliance.
- Adherence to the Bank’s policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc).
- Certification Required- IRDA / NISM
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마감 시간: 08-07-2024
무료 후보 신청 클릭
작업 보고
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