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To Handle portfolio of HNI customers of bank and cross sell various products according to clients need Liability Product selling education on product features Acquire new customers through referrals from existing customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile Enhance the Overall value book size of the portfolio Maintain the overall quality hygiene parameters of the portfolio Cross selling Third Party Products of the bank based on the customer need Like MF Insurance RBI Bonds Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the customers requirement Attrition control of customers Achieving MTD and YTD Revenue Targets Achievement of income plans and other benchmarks within portfolio Requirements Educational Qualifications Graduation Post-Graduation Certifications NISM V-A Certification IRDA Certification NCFM Certification Optional CAIIB Optional Internal Certification GI certification Key Skills Sales and Influencing Skills Banking Product Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Communication Knowledge of Competition Current trends in financial Industry Experience Required Minimum experience in years xe2 x80 x93 3 Years Exposure to banking Banca insurance Wealth Management are encouraged to apply Mintskill HR Solutions LLP
