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Sales:(Acquiring, Enhancing ,Deepening and Retention)
Increase liabilities size of relationship via.
Sales of various products like Credit Cards,Assets & TPP.
Disseminating product information
Ensuring Joint call is done with PBG and Advisory is offered to the customer. In case the customer is not interested, sign him / her up for WAS and handle the investments.
Customer Services
Ensure quality customer service is delivered
Recording complaints as per the specified process
Operations
Ensure certification of documentation required for opening and maintaining customer accounts
Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc)
Ensure KYC norms are adhered to at all points of time
Ensure that 5-S norms are adhered to for individuals workstation
Desired Candidate Profile
Sales and Influencing Skills
Banking Product & Process Knowledge
Planning and Organizing Skills
Communication
Knowledge of Competition & Current trends in financial Industry.
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