Personal Banker - Mumbai, India - Rapsys Technologies

Rapsys Technologies
Rapsys Technologies
Verified Company
Mumbai, India

4 weeks ago

Deepika Kaur

Posted by:

Deepika Kaur

beBee Recuiter
Description

Job Role :
Personal Banker

Work form office

  • Maintain Daily Sales Report.
  • CH 106 and CH 104 Calling.
  • Structured bundled offering of Productsand Services to the customer within the
- defined time line.

  • Ensure quality new acquisition on SA and CA for
  • Resident/Non Resident
  • Walk Ins ,Portfolio, Referrals ,Friends ,Associates ,Family member, Attrition control
  • Includes persuading the
- customer to continue and if
- required renew FD's

  • Deepen by cross selling 'sticky
- products' like Demat, Bill Pay,

  • Advisory.
  • Ensure quality of relationship
- while flagging. Should be capable
- of maintaining eligibility

  • Regular customer contact to
- establish needs of the customer

  • Classification
  • Internal Classification
  • Internal and opportunities to crosssell
  • Monitor large amount movements and account closure from the deposit accounts and ensure that customer does not attrite
  • Ensure that the marketing analytics list on possible attrite, is called and retained
  • Penetration of Saving Accounts on non liability customers
  • Propagate the benefits of not being on DNC
- registration list in case a non-portfolio customer opts for it

  • Utilizing the sales resources (BDR/COEX) for optimal sales support
  • Penetration of FD to unique customers
  • Using Datamine for crossselling
  • Sales of various Credit Cards
  • Activation
  • Pitch for enhancement of limits
  • Promote active usage of credit cards
  • Ensure that the customer avails of addon card for his family
- members.

  • Sales of Third Party Products to the customers
  • MF/Insurance/RBI Bonds
  • Ensure that requisite certifications are done (NISM V-A).

Application Question(s):

  • How Immediate can you join in days ?

Experience:

- total work: 5 years (preferred)

  • Relevant: 2 years (preferred)

Work Location:
In person
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