Responsible to handle a unit of 15 members to source current accounts and savings accounts via Digital marketing leads.Company will be generating leads of customers and send it to the SM and he should allocate the same towards his team and book maximum closures. Responsible to cover the entire Cochin branches.
Responsible for sourcing UHNI accounts. Identify customer needs and provide investment and Banking Solutions, Advice Customers on Financial Planning, Investment Advisory.Deepen relationship with exisiting HNI clients to achieve increase in wallet share.
Responsible for Direct handling of Ultra HNI NRI Clients,Managing their portfolio through continuous interaction through calls and mails,Direct meeting of clients when it possible, responsible for selling various banking products to them and achieve the revenue targets monthly.
Job Role – Sourcing of New Business Accounts, Assisting clients with various business banking products like Loans, OD, Term loans. Etc, assisting the business owners with credit Facilities like Home Loan/Car Loan/Priority Credit Cards. Etc, Assisting Business Owners and his family with their personal investments like MF, Term Deposits, Insurance. Etc.