Virtual Rm

Key Responsibilities:

- Ensure achievement of the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to them
- Provide premium customer service delivery to their mapped Burgundy portfolio.
- Responsible for CASA deepening, NTB lead generation and for providing assistance in NDIAS services
- Responsible for up selling, cross
- selling, providing regular market information and updates to the customers
- Manage the Burgundy portfolio through client outreach and continuous monitoring of client relationship including product, portfolio and banking needs.
- Achieve the monthly assigned revenue targets through effective cross
- sales generating Fee income across Investment, Assets, Cards and Liability products.
- end client support.
- Strictly adhere to internal control policies and ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations

Qualifications:
Optimal qualification for success on the job is:

- Graduate or Post graduate from a recognized institution.
- 2- 5 years relevant role/ BFSI sector.

Role Proficiencies:

- Proficiency in systems related to Banking transactions and services.
- Good communication skills in both English and local language.
- Excellent lead generation and conversion skill.
- Ability to handle pressure and meet deadlines.
- Ability to successfully work as a part of a team.
- High sales orientation to meet the sales targets consistently.
- Strong willingness to work in Relationship Management; Banking operations and products including investment products Prior experience in Sales.
- Knowledge of Mutual Fund, Life insurance, General insurance, PMS and structure products.
- Teamwork, verbal and written excellence, resilience and highly motivated for developing a new department.

**Salary**: Up to ₹700,000.00 per year

**Benefits**:

- Health insurance

Schedule:

- Day shift

Ability to commute/relocate:

- Kolkata, West Bengal: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 3 years (required)
- Wealth management: 3 years (required)

**Speak with the employer**
+91 9642798502