Opportunity Description
Job Purpose: To deliver exceptional volume and revenue performance by acquiring and engaging with the Bank. Treasures clients having an AUM => INR 20 Million through “need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of Bank products and services. To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with Bank Service and Distribution and Product teams Key Accountabilities • Acquire and upgrade quality Treasures clients in the branch location areas • Engage with existing customers to deepen the wallet share through retention and growth of AUM. • Accountable for achieving monthly & annual volume and revenue objective, as agreed. • Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth • Ensure proper implementation & execution of product strategies through effective relationship man...
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