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Relationship Sales Bank Officer - Ernakulam, India - Advenxa Pvt

Advenxa Pvt

Verified Company

Ernakulam, India

4 weeks ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

Hiring Sales Officer (Inside Sales)

Industry: BANK
Experience: Fresher/Experienced
Salary: ₹16,000/ to ₹22,000 per month + Incentives
Location: Ernakulam, Kochi.
Qualification :Degree (mandatory)

Requirements:

Should have (i) Pan Card ,(ii) Aadhar card, (iii) Degree certificate
Strong in verbal communication skills along with active listening-(Malayalam)

Designation:
Relationship Banking / Phone Banking Officer

Position description:

Ensuring that customers get world-class services and their needs are understood and met through financial products that the Bank has to offer.

Primary Responsibilities:

Customer Engagement: Continuous engagement with the portfolio customers mapped as per the contact policy, with accurate & complete capture of interaction details.
Call handling as per defined standards.
Accurate resolution for customer queries.
Promoting Digital Banking services for a superior customer service experience.
Profiling of customers in order to aid right crossservicing of Bank products
Accurate logging and resolution of complaints.
Attrition control of customers.
Regular interactions with the customers and proactively assessing customer needs.
Deepening relationship by cross selling 'sticky products' like Demat, Bill Pay, Advisory etc.
Ensure portfolio quality of relationship while racing considering eligibility.
Monitor large amount movements and account closure from the deposit accounts.
Ensure retention of customers
Achievement of portfolio parameters: Meet the defined objectives of the Portfolio managed by the respective VRM
Sales: Right crosssell of products basis profiling and engagement.
Penetration of products across groups.
Sales across all product segmentsTPP, Assets, Cards etc.
Acquiring & grouping of all related IDs of the Primary ID.
Use of triggers to track maturity of FDs, movement of CASA balances prevent outflow.
Ensure Staff are trained on product knowledge and requisite certifications.
Income to be generated at a customer level.
Interaction Quality: Achieve Quality benchmarks defined from time to time.
Complete and accurate capture of call interactions, including profiling thereby aiding relationship management.
Audit and Service Quality 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.
Adherence to set processes of updating customer interactions in CRM next.