Investment Counsellor

4 weeks ago


Gurugram Noida Delhi NCR, India Skillventory Full time
Job Description

Role & responsibilities:

Acquiring new accounts (Current and Savings) from branch catchment area

- Quality sourcing of salary accounts from corporates

Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and

increase wallet share of our banking products includes Insurance, Mortgages,

UL, SIP, MF etc & manage the portfolio.

Participate in corporate induction and migration events around the catchment

area

Build strong relationship with internal teams to leverage existing relationships

from SME

Conduct low-cost micro marketing activities around catchment areas for lead

generations.

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