Third Party ProductsCold CallingBusiness DevelopmentBranch BankingHealth Insurance
UG :- - Not Required
PG :- - Not Required
No of position :- ( 1 )
Post :- 21st Nov 2022
Acquisition of CASA liabilities a/c from cold calling, market reference, cross sell and selling third party products (life health insurance, mutual funds SIPs)
Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets.
Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base.
Responsible for acquiring new customers through multiple channels campaigns (in the vicinity), branch walk-ins, referrals from existing customers, through industry bodies and associations and through running industry.
Achieving over all numbers and value targets as per scorecard.
Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers.
Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities.
Taking the responsibility of bank s information No third party info disclosure, verbal, written, soft copy, mail any way.