
AVC:Virtual RM-Burgundy
- Navi Mumbai, Maharashtra
- Permanent
- Full-time
- Ensure achievement of the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to them
- Provide premium customer service delivery to their mapped Burgundy portfolio.
- Responsible for CASA deepening, NTB lead generation and for providing assistance in NDIAS services
- Responsible for up selling, cross- selling, providing regular market information and updates to the customers
- Manage the Burgundy portfolio through client outreach and continuous monitoring of client relationship including product, portfolio and banking needs.
- Achieve the monthly assigned revenue targets through effective cross- sales generating Fee income across Investment, Assets, Cards and Liability products.
- Effectively utilize all applications, tools, and databases used to process transparent end to- end client support.
- Strictly adhere to internal control policies and ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations
- Graduate or Post graduate from a recognized institution.
- 2- 5 years relevant role/ BFSI sector.
- Proficiency in systems related to Banking transactions and services.
- Good communication skills in both English and local language.
- Excellent lead generation and conversion skill.
- Ability to handle pressure and meet deadlines.
- Ability to successfully work as a part of a team.
- High sales orientation to meet the sales targets consistently.
- Strong willingness to work in Relationship Management; Banking operations and products including investment products Prior experience in Sales.
- Knowledge of Mutual Fund, Life insurance, General insurance, PMS and structure products.
- Teamwork, verbal and written excellence, resilience and highly motivated for developing a new department.