Job 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
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