SKY-Phygital RM-Branch Banking-RO-CE

Interact with mapped customers via meetings, video calls, and telephonic conversations.

• Handle a mapped book of 1000-1500 customers across 2-3 branches (C Category).
• Demonstrate and enroll customers in digital banking services.
• Sales & Business Development :

Cross-sell and upsell across :

Assets : Home Loans, LAP, Car Loans, Personal Loans, Gold Loans, Working Capital, Commercial Vehicle Loans.

• 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 :

Deepen existing relationships in CA, SA, and TD segments.

• Ensure customer stickiness and upgrade category.
• Handle service requirements like account opening, cheque book issuance, and product feature explanation.
• Collaboration :

Work closely with internal teams (LI, GI, KSEC, IC, Asset) for timely business conversion.

• Drive service activations and customer acquisition through referrals and family households.

Candidate Requirements :

• Education : Graduate / Postgraduate in any stream.
• Experience : Minimum 1 year in banking or financial services.
• Skills :

Strong communication and interpersonal skills.

• Sales acumen and customer-centric approach.
• Energetic, confident, and a go-getter attitude.

Skills Required

Collaboration, Business Development, Relationship Management, Sales, Customer Engagement