RB-LS:Service RM
Published date: 2024/01/10
- Location: Dehradun, Uttarakhand, Dehradun, Uttarakhand, India
Asset Desk Managers (ADM) are responsible for driving the Cross Sell (assets) business of the bank by exploring business opportunities from existing customers of the Bank. ADMs are situated in branches and are responsible for selling asset products and services to customers based on their needs. They are responsible for handling queries to ensure customer satisfaction
Key Responsibilities
• Identify sales opportunities for Retail Asset products to existing customers of the Bank along with looking out for acquiring new customers and building new relationships
• Manage business relations with existing customers and branch resources to generate retail asset leads
• Achieve sales targets as assigned by the organization on a monthly basis
• Liaison with the branch and retail asset team to ensure smooth processing of cases
• Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry
Key Responsibilities
• Identify sales opportunities for Retail Asset products to existing customers of the Bank along with looking out for acquiring new customers and building new relationships
• Manage business relations with existing customers and branch resources to generate retail asset leads
• Achieve sales targets as assigned by the organization on a monthly basis
• Liaison with the branch and retail asset team to ensure smooth processing of cases
• Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry
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