Personal Banker

2 days ago

Mumbai, India Rapsys Technologies Full time

**Job Role : Personal Banker**

**Work form office**
- Maintain Daily Sales Report.
- CH 106 and CH 104 Calling.
- Structured bundled offering of Productsand 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 member, 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
- Classification
- Internal Classification
- Internal and opportunities to cross-sell
- 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 non-portfolio customer opts for it
- Utilizing the sales resources (BDR/COEX) for optimal sales support
- Penetration of FD to unique customers
- Using Data-mine for cross-selling
- Sales of various Credit Cards
- Activation
- Pitch for enhancement of limits
- Promote active usage of credit cards
- Ensure that the customer avails of add-on 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).

Application Question(s):

- How Immediate can you join in days ?

**Experience**:

- total work: 5 years (preferred)
- Relevant: 2 years (preferred)

Work Location: In person

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