(DESIGNATION)
Transaction Banking Group ROCE ( Relationship Officer – Customer Engagement) Location Hyderabad Reporting Relationships RCEM ( Regional Customer Engagement Manager ) Position Grade M2
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Job Role:
- Customer Engagement (meeting, Video call, Tele call) and Relationship Management on the mapped C Cat book of the branch. ( C category book of 2-3 branches with approx. 1000 to 1500 customers will be mapped )
- Cross sell of Asset ( HL, LAP, CL,PL, GL, WC, CV ) Liability ( CA, SA TD) and Third Party & Investment Products ( LI GI Trinity & MF) on the mapped book
- Deepening of CA SA and TD mapped relationships.
- Meeting and conversion on leads from VRM and CEC.
- Working closely with respective teams on LI, GI, KSEC, IC and Asset team for timely conversion of the business.
- Ensuring customer stickiness and category upgrade.
- Acquisition, X-sell of business & Service activations to existing customers
- Explain all the Facilities of the Bank in Form of Demonstration both online / offline
- Enroll the customer for the services which would be useful for him
- Handle customer service requirements like account opening, Trinity account opening, liability product selling, liability on product features, Cheque book insurance.
- Speed and efficiency of service given
- Sales targets for banks and investment products.
- Customer acquisition from Family Household & referrals.
- Have higher NPs scores
Job Requirements::
Job Role
- Graduate/Post Graduate in any stream with at least 1 year experience in banking/finance
- Must be energetic, confident and go-getter