Current Account
Introduce & acquire new CA customer in the identified segment and reference generation from the specified catchment
Ensure sourcing of quality current accounts in terms of product mix, segments and constitution mix
Ensure proactive registration & activation of acquired customers to direct banking channels
Assist the Sales Manager in catchment mapping & scoping exercise and provide regular feedback to SM / RH on opportunities / customer needs
Meet & exceed the defined targets of new customer acquisition month on month by analyzing transaction banking needs of the customer
Abide strictly with the selling norms defined by the organization and adherence to guidelines by internal & external regulators
Ensure quality sourcing in line with the Banks policy
Adhere to sales process & KYC Norms of the bank.
Saving Account
Introduce & acquire new SA customer in the identified segment and reference generation from the specified catchment
Area Mapping in the catchment and maintaining of Daily activity/Sales report
Preparing Wish list of customers through cold calling and promotion activities
Meeting and completing account opening formalities with strict adherence to KYC norms (Field verification mandatory)
Engaging customer with multiple products at the time of account Opening( viz: Mobile banking/Net banking registration /RD- FD activation)
Ensuring account activation & 3 month funding for incentive gating
Generating Leads for family accounts and other cross sell products
Resolving customer queries/issues
If interested, kindly revert with your updated CV at hidden_email or whatsApp at hidden_mobile
Warm Regards,
Keyskills: amfi banking cross selling retail banking branch management communication skills
Company Deals in all finance product and searching candidates who is comfortable in field sales process.