Personal Banker

4 days ago

Pune, India Quess Corp Limited Full time

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 that

We become the primary banker for these Classic relationships and maximize the share of wallet of these customers.

Job Role: Sales-Maintain Daily Sales Report
- CH 106 and CH 104 CallingStructured 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 ResidentWalk Ins

Portfolio
Referrals
- Enhancing customer wallet sizeEnsuring that customers make us their primary bank

Managing Classic Protfolio:

- 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 **C*ustomer **T**o **G*roup (CTG) Ratio is maintained on the portfolio
- Ensure that income plans for the month and year are duly met across products
- Achieving of portfolio level benchmarks of and IPH
- Income product to be sold to each group of the portfolio in the year

Customer Service

**Job Types**: Full-time, Regular / Permanent

Pay: ₹300,000.00 - ₹550,000.00 per year

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Day shift
- Monday to Friday

Supplemental pay types:

- Performance bonus
- Yearly bonus

**Experience**:

- Banking: 3 years (required)
- casa: 3 years (required)

Work Location: One location
- Health insurance

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