Personal Banker
2 weeks ago
Job Name - PA (Business Unit) : Personal Banker - Retail Branch Banking
Job Title :
Personal Banker
Business Unit (PA) :RBB
Team:
)Retail Branch Banking
Reports to (job): Branch Head
Location of role :
Pan India
Job Fn :
Sales
Role Type:
Individual Contributor
No of direct reportees:
Nil
Travel Required:
Moderate / Extensive
Job Band Range :
E- E3
JD Created date:
NA
JD Updated date :22-Jan-2019
JD approved by (business) : Anoop King, D3,A1592
Version No :2.0
Job Purpose
Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile & need of the customers.
Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers.
So thatWe become the primary banker for these Classic relationships and maximize the share of wallet of these customers.
Job Responsibilities(JR)
Actionable
Sales
- Maintain Daily Sales Report
- CH 106 and CH 104 Calling
- Structured bundled offering of Products and 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 members
- 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 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 nonportfolio 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)
- Sales of Asset Products
- Disseminating product information
- Activation
- Activation
- Maintain the list of active and inactive customers for both CA and SB and engage with the customers for balance build up and cross sell.
- Calling of customers who have not transacted and know the reasons.
- Escalate to BM / Product on any change in market situation / threat from competition due to which customers have stopped operations.
- Corporate Salary: Calling on customers who transfer their salary a/cs to other banks immediately on credit
- To ensure such customers are engaged and brought back to bank fold
- To cross sell loan products with other banks for which such transfer may take place
- To cross sell investments to such customers by which they will tend to maintain balances
- Calling on Large Value Attrition:
- Customers who have attrited over a certain value (as defined by product) for both savings and current accounts to be called and reasons ascertained
- To impress upon customers to make us the primary bankers and ensure that all funds are retained.
- Enhancing customer wallet size
- Ensuring that customers make us their primary bank
- Knowing about where all the customer is currently banking and moving him to our Bank
- Ensuring that customer scope is done and products targeted accordingly
- Sales to family members and associates (all network)
- Attrition control
- Includes persuading the customer to continue and if required renew FD's
- Monitor large amount movements / 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
Managing Classic Portfolio
- Manage the benchmark no. of customers in the portfolio
- Extend Classic benefits to customers basis identification in eligibility lists/ LTR
- Ensure that individual customers are grouped and
Customer T
o G*roup (CTG) Ratio is maintained on the portfolio - By grouping them with their famil
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