Salary240,000 - 960,000 INR (PA)
Job TypeFull Time
Job Location Delhi,India


Sales Process Cross Selling HNI RM Banking Branch Sales Customer Experience
3 to 5 Years
Financial Services / Banking / Broking / Forex / Investment
Functional Area
Banking / Insurance
      Is responsible for including HNI customers into the Imperia programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs and retaining the relationship.
      The RM is also responsible for acquiring new to Bank. 
       Imperia relationships Managing Imperia Portfolio.
       Identify existing branch customers who meet Imperia programme criteria and flag them on the system to  upgrade these customers under the Imperia programme.
       Through eligible lists provided by Product from time to time.
       Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio.
       Identifying customers through Large Transaction reports (LTR).
       GMs or VPs of all Cat A companies and CSRM salary account companies.
       Other databases available with the RM.
       Acquire new customers who meet product criteria and flag them on the system.
       Referrals generated from existing customers.
       Leads generated by branch staff & personal leads Databases.
       Regularly interact with the customer to build rapport and understand the profile.
       The profile should be captured and updated via CRA / CRMNext (wherever applicable).
       This profiling should be used to set customer level objectives post discussion with RBH / BM.
       The objectives should be tracked and reviewed as per the Branch Sales Process.
       Enhancing customer wallet size Knowing about where all the customer is currently banking and moving    him to our Bank.
       Ensuring that customer scope is done and products targeted accordingly Sales to family members and  associates (all network)
       Ensure that individual customers are grouped and Customer To Group (CTG) Ratio is maintained on the  portfolio
       Sales:(Acquiring, Enhancing ,Deepening and Retention)
       Attrition control of customers
       Includes persuading the customer to continue and if required renew FDs
       Deepen by cross selling sticky products like Demat, Bill Pay, Advisory.
                   Ensure quality of relationship while flagging.
                   Should be capable of maintaining eligibility

Disha Career Services
Disha Career Services
Sector-63, Noida
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