Scope of the Role
Responsible for managing the portfolio of HNI clients of the bank virtually. Continuous engagement with the portfolio customers mapped as per the contact policy, with accurate & complete capture of interaction details. Increase the wallet share by cross selling and upselling products like assets, liabilities and TPP.
Job Description
1) Right cross-sell of products basis profiling and engagement.Penetration of products across groups.Sales across all product segments-TPP, Assets, Cards etc.
2)Use of triggers to track maturity of FDs, movement of CASA balances etc.and prevent outflow.Promoting Digital Banking services for a superior customer service experience.
3) Profiling of customers in order to aid right cross-servicing of Bank products.Regular interactions with the customers and pro-actively assessing customer needs.
4) Deepening relationship by cross selling 'sticky products' like Demat, Bill Pay, Advisory etc.Ensure portfolio quality of relationship while racing considering eligibility.
5) Monitor large amount movements and account closure from the deposit accounts.Ensure retention of customers.
6) Ensure all laid down system and process are followed as stipulated by Audit and Senior Management. Ensure accurate and timely submission of financial transactions.& requests.
7) Adherence to set processes of updating customer interactions in CRM next.Ensure timely submission of Customer base review / reports as requested by Central Team / Senior Management.
Ideal Candidates
Looking for candidates with at least 6 plus years of wealth management experience with banks, securities, mutual fund companies and other related BFSI companies. Candidates should have good communication skill. Candidates with good experience in telecom, Tele sales (BFSI) Companies also can apply for the above role