identifying new customer opportunities. Recommends product lines by identifying new product opportunities, and/or product, packaging, and service changes; surveying consumer needs and trends; tracking competitors. Implements trade promotions by publishing, tracking, and evaluating trade spending. Updates
customers • Managing the High Net Worth customers of the Bank • Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. • Profiling Customers and provide financial products to meet customer needs • Ensuring the highest levels of service Candidate Profile:• Minimum 3 years of work experience in Retail Branch Banking • Knowledge of the Banking ...
Trade finance Operations 1.Import collection bill under LC sight / usance 2.Inward Local collection bill under LC sight / usance 3.Import bills under collection. 4.Inward Local collection bill sight / Usance. 5.Import Advance remittance. 6.Import direct remittance. 7.Export collection bills (under
Responsible for recruitment of Agents and Advisors for the RMs and overall for the Branch Agency Team Motivating the branch towards the set objectives of Agent recruitment To act as coach, facilitator & mentor for the team. Achievement of over all sales targets. Provide backup support to the team
for these customers Utilizing the sales resources (BDR or Contractual Executives or Asset Coordinator) for optimal sales support Sales across all product segments Third Party Products, Assets, Cards etc. Ensure certification of documentation required for opening and maintaining customer accounts Error free
, for the productivity of the agents in their first 60 days (quick start) Tracks the overall performance on key business parameters such as FYP, Activization, number of policies etc. and supports corrective action to help the branch meet and exceed business targets Directly responsible for meeting the regulatory
Responsibility provide support & data to perform Prepare and submit MIS ,daily ,weekly, monthly as design All vouchers & payment advice of sales accounts & preparation of MIS Manage various advertising Internal controls, improving communication
Co-coordinating with clients for their daily trades on the BSE/NSE /Currency Placing orders of clients taken through phone lines in Odin trading terminal Making confirmation of orders and trades done during the day to clients Advising clients with requisite information regarding the market
portfolio; ensure portfolio diversification and quality across activities and Area Ensuring customer satisfaction: Ensure high level of customer satisfaction through high service quality. Coach Assistant Branch Manager in analyzing reasons behind high drop-out rates and identifying techniques to reduce
and arranging credit approvals for any deferrals / extensions etc ? Day to day client servicing for transaction requirements i.e issuance of Cheque books, DDs, cash deposition / withdrawal issues, solvency certificates, RTGS, trade & fx transaction, etc. ? Housekeeping including CAM renewals, deferral closure ...
100% regulatory and process compliance reporting of branches in his/her cluster Review the ORM report from branches on branch level compliance Collate branch level risk and compliance reporting for cluster and report to Regional ORM & Compliance manager as per timelines Process level
account sales • Responsible for acquisition through direct sales to walk-in as well as referrals from walk-in customers • To provide product Support to ensure that sales targets by branch and through direct sales teams are met • Review Daily Accounts Opened, report and update SS cards with account number Candidate Profile : • Knowledge of Banking Operations • Required skill(s): Current account Saving account ...
Provide marketing support to the trade / distribution channel Co-ordinate with the Corporate marketing team and trade / retail channel for execution of schemes, events and promotional campaigns Plan/production & execution of POS material & its proper displays across the distribution channel
Participating in National and International Exhibitions , trade shows road shows for sales & business development . 6. Conducting market research to analyze trends in sales 7. Sourcing products and destinations to meet consumer demands for bespoke travel and sustainable tourism. Activity participate
of suitable vehicles Effectively close sales Ensure that customers understand the vehicles operating features, paperwork and warranty Establish and maintain follow-up system, which encourages repeat business cum referrals Report to the sales manager regarding reviews, analyses , objectives, and planned