Live opening · Posted 8 days ago
The key details from the original listing.
Live timing from JobBeeper.
Description supplied by the original job listing.
Key Responsibilities:
Customer Engagement:
Interact with mapped customers via meetings, video calls, and telephonic conversations.
Handle a mapped book of ~1000–1500 customers across 2–3 branches (C Category).
Demonstrate and enroll customers in digital banking services.
Sales & Business Development:
Cross-sell and upsell across:
Assets: Home Loans, LAP, Car Loans, Personal Loans, Gold Loans, Working Capital, Commercial Vehicle Loans.
Liabilities: Current Accounts, Savings Accounts, Term Deposits.
Third Party Products: Life Insurance, General Insurance, Mutual Funds (Trinity).
Convert leads from VRM (Virtual RM) and CEC (Customer Engagement Center).
Achieve monthly sales and revenue targets.
Relationship Management:
Deepen existing relationships in CA, SA, and TD segments.
Ensure customer stickiness and upgrade category.
Handle service requirements like account opening, cheque book issuance, and product feature explanation.
Collaboration:
Work closely with internal teams (LI, GI, KSEC, IC, Asset) for timely business conversion.
Drive service activations and customer acquisition through referrals and family households.
Candidate Requirements:
Education: Graduate/Postgraduate in any stream.
Experience: Minimum 1 year in banking or financial services.
Skills:
Strong communication and interpersonal skills.
Sales acumen and customer-centric approach.
Energetic, confident, and a go-getter attitude.
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