Regional Manager-Customer 360-Branch Banking-Sales
ConfidentialKolkata, India5 days ago
Job descriptionHandle a mapped book of 1000-1500 customers across 2-3 branches (C Category). Demonstrate and enroll customers in digital banking services. Sales & Business Development : Liabilities : Current Accounts, Savings Accounts, Term Deposits. Third Party Products : Life Insurance, General Insurance, Mutual Funds (Trinity). Convert leads from VRM (Virtual RM) and CEC (Customer Engagement Center). Achieve monthly sales and revenue targets. Relationship Management : Ensure customer stickiness and upgrade category. Handle service requirements like account opening, cheque book issuance, and product feature explanation. Collaboration : Drive service activations and customer acquisition through referrals and family households. Education : Graduate / Postgraduate in any stream. Experience : Minimum 1 year in banking or financial services. Skills : Sales acumen and customer-centric approach. Energetic, confident, and a go-getter attitude.
Key Responsibilities :
- Customer Engagement :
Interact with mapped customers via meetings, video calls, and telephonic conversations.
Cross-sell and upsell across :
Assets : Home Loans, LAP, Car Loans, Personal Loans, Gold Loans, Working Capital, Commercial Vehicle Loans.
Deepen existing relationships in CA, SA, and TD segments.
Work closely with internal teams (LI, GI, KSEC, IC, Asset) for timely business conversion.
Candidate Requirements :
Strong communication and interpersonal skills.
Skills Required
Business Development, Relationship Management, Sales, Collaboration, Customer Engagement
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Regional • Kolkata, India
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