Bsm, Ca Rm, Imperia Rm, Preferred Rm

7 days ago

Gurgaon, India Abacus Consultants Full time

**5 - 12 years**:
**Any Graduate**:
**Sales
- Current Account
- Wealth**:
**8 ~ 17 LPA**:
Job Name - PA (Business Unit) : -CARM - Retail Branch Banking
Job Title : (Job Name) - CARM
Business Unit (PA) : RBB
Team : (Sub team in the PA) : RBB
Reports to (job) : Branch Manager
Location of role : Pan India
Job Fn : Sales
Role Type: Individual
Contributor

No of direct
reportees: Nil

Travel Required: No
Job Band Range : JD Created date: JD Updated date : 06-02-2019
JD approved by (business) : Version:
Ensure value build up & cross-sell in assigned base current account relationships

Job Responsibilities(JR) : Actionable

Customer EngagementCustomer engagement / personal visits at pre
- defined frequency

Customer ServiceSpecialized resource to pro-actively resolve
customer queries, service requirements,
product customization, etc to ensure primary
banking behaviour

Enhance Relationship Value EnhancementHelp customer with appropriate products to
fulfil family and business banking needs,
including those of Group Firms, and thereby
maximize relationship value

Product Penetration
- Understand customers business profile /
requirements and fulfil needs via
products/services such as Trade Finance /
Forex, Cash Management Services, POS
Machines / Payment gateway solutions,
doorstep banking, Loans, Life / General
Insurance etc.

Migration to Digital PlatformMigration of transactions to Digital Banking
Channels i.e. Net Banking/ E-Net, Mobile
Statements etc as per customer profile /
needs / preference

Central InitiativesMaintaining portfolio health i.e. Account

activation & balance maintenance
Ensure action on central triggers / customer
service initiatives

Educational Qualifications (examples listed
below)

Key Skills(examples listed below)
- Graduation:
Post-Graduation:

- Sales and Influencing Skills
Banking Product & Process Knowledge
Planning and Organizing Skills
Communication
Knowledge of Competition & Current trends in
financial Industry.

Experience Required (examples listed below)
Minimum experience in years - 1 yr
Exposure to banking preferable

Major Stakeholders(intra team and cross functional stakeholders, who would need to be interacted with for
discharging duties) (examples listed below)
Customers
Branch Banking Team
TPP Team
Asset Team

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