Posizione: Domestic Private Banking-Executive/Manager

Tipo di lavoro: Full Time, Permanent

Esperienza: 2 - 7 years

Loading ...

Contenuto del lavoro

Roles and Responsibilities

Key Responsibilities:

  • • Acquire quality Current Accounts Customers who are dealing in International Trade.
    • Identify target markets and Segments
    • Ensure to follow all compliance and KYC norms while acquiring
    • Ensure that the customer is guided regarding rates and charges.
    • Commission and Rates to be fixed in the system.
    • Activate the first trade transaction.
    • Explore the potential of various trade and FES products like Forward Contracts, LC/BG/BC, Travel cards , etc.
    • Ensure that clients keep high CA AMB values in the accounts opened.
    • Generation of Asset leads.
    • Smooth handover of the customer to the Branch operations team
    • To educate customers regarding Cut off times and follow the SLAs
    • Maintain a low cost of acquisition by acquiring bigger value of accounts
    • To achieve Business / Income targets
    • To have full knowledge of competitors activities and report those to ASMs
    • To coordinate and ensure service delivery happens as per SLAs and TATs
    • Acquisition and retention of new customer across all the segments.
    • Keep updated about AML/KYC/RBI guidelines and ensure growth is achieved by complying with all regulatory guidelines
    • Retention of existing customers base
    • Handling customer complaints and escalate the complaints to competent authorities for resolutions.
    • Ensure all required documents for the agent empanelment including KYC as per banks policy are in place for smooth business relationship.
    • Deliverance of the required sales pitch for the respective product.
    • Timely submission of required reports.
    • Execute promotional activities conveyed by ASM/RSM
    Planning and organizing various promotional activities Regularly updates RSM on the current market practices / business strategies by the competitors

  • Interseted Candidates can share their cv on jobs11@dreamsplacement.com and can contact on 8982050507



    Thanks & Regards,

    Khushboo Mittal
    Sr. HR- Executive
    Contact No - 8982050507.
    Mail id - jobs11@dreamsplacement.com



    Loading ...
    Loading ...

    Scadenza: 20-06-2024

    Clicca per candidarti per un candidato gratuito

    Applicare

    Loading ...
    Loading ...

    LAVORI SIMILI

    Loading ...
    Loading ...