The key priorities for the Retail Bank are the acquisition of new customers, ensuring we become the Primary Bank by meeting the financial needs of our customers, growing CASA & Retail Deposits and increasing cross-sell of all products offered by the Bank.
Reach Business goals through qualitative business, convert leads to business opportunities, negotiating terms to meet client requirements within the broad policy norms of the Bank and be the interface between the bank and the client for the retail segment.
Principal Accountabilities of the Role:
Acquire Affluent Customers.
Acquire Early Affluent/Affluent customers.
Manage the 100 200 customers of the branch who can be in a combination with the following. C1+C2( AUM between 1- 10Lacs),SB > 1 Lacs of Avg balance, CA> 3 Lacs of Avg Balance, FD> 10 Lacs.
One point of contact for all customers for Wealth as well as Service requirements of the customers.
Cross-sell various products depending on the Need analysis of the customers, which are Assets, BB, NTFX, Credit cards, 3-in -1 Trading, FES cards.
Do basic Financial planning of the customer and conduct Need analysis.
Cross-Sell investments, life insurance, general insurance and SIP.
Ensure AMFI and IRDA certification.
Ensure all customer instructions are executed the same day.
Ensure 100% documentation of all transactions.
Drive Nonprimary customers in their base towards Primary.
Driving multi-product strategy in the tagged base.
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