RBB-PB Authoriser
Published date: 2026/11/06
- Location: Ahmedabad, Gujarat, India
Sales & and Process Implementation: Maintain Daily Sales Report Monitoring of CH 106 and CH 126 calling Ensure quality new acquisition on SA and CA for Resident/Non Resident a.
Depletion control Penetration of Saving Accounts on non liability customers Ensure that all staff are aware of the benefits that a customer would enjoy if they do not opt for DNC registration Calling on Large Value Attrition: a.
Customers who have attrited over a certain value (as defined by product) for both savings and current accounts to be called and reasons ascertained b.
To impress upon customers to make us the primary bankers and ensure that all funds are retained.
A/c Closure: To talk to all clients who have approached to close their accounts and ensure that genuine customers a/cs are retained.
Managing and monitoring performance of the sales resources (BDR/COEX/Asset Coordinator) for optimal sales support Penetration of FD to unique customers Responsible for penetration and activation of credit cards a.
Ensure that all sales staff pitch for enhancement of limits b.
Promote active usage of credit cards Sales of Third Party Products to the customers a.
MF/Insurance/RBI Bonds b.
Ensure that requisite certifications are done (AMFI) Sales of Asset Products Disseminating product information to the customer and staff Audit & SQ Handling & Mandatory Compliances Basic Hygiene Parameter like "Customer Instruction FTNR, Demat FTNR, CASA Activation" Escalations Handling" and Complaints Maintaining Branch Upkeep and decorum at all times Enhancing customer wallet size
Depletion control Penetration of Saving Accounts on non liability customers Ensure that all staff are aware of the benefits that a customer would enjoy if they do not opt for DNC registration Calling on Large Value Attrition: a.
Customers who have attrited over a certain value (as defined by product) for both savings and current accounts to be called and reasons ascertained b.
To impress upon customers to make us the primary bankers and ensure that all funds are retained.
A/c Closure: To talk to all clients who have approached to close their accounts and ensure that genuine customers a/cs are retained.
Managing and monitoring performance of the sales resources (BDR/COEX/Asset Coordinator) for optimal sales support Penetration of FD to unique customers Responsible for penetration and activation of credit cards a.
Ensure that all sales staff pitch for enhancement of limits b.
Promote active usage of credit cards Sales of Third Party Products to the customers a.
MF/Insurance/RBI Bonds b.
Ensure that requisite certifications are done (AMFI) Sales of Asset Products Disseminating product information to the customer and staff Audit & SQ Handling & Mandatory Compliances Basic Hygiene Parameter like "Customer Instruction FTNR, Demat FTNR, CASA Activation" Escalations Handling" and Complaints Maintaining Branch Upkeep and decorum at all times Enhancing customer wallet size
0 page views
Related listings
-
Bank Notes-RMBankLiaising with internal and external stakeholders Quoting competitive FCY Cash purchase / sale rates to bank notes customers Work closely with branch team to ensure fulfillment of bank note orders of money changer customers of the branch Work closely ...2026/11/06
-
RBB-ACQ MGR-CORPORATEBankJob Responsibilities(JR) : 6 8 Areas Actionable (4-6) New Corporate Acquisition AMs to identify prospective new corporate for starting salary relationship, build a pipe line and acquire new salary deals of quality corporates The detailed Strategy for...2026/11/06
-
Branch Sales OfficerBankJob Description:- 1) Quality acquisition of Current Account & Saving Account for Resident / Non-resident Indian by going out into the market & catchment area. 2) Ensure quality sourcing of new customer to sell different banking product like D...2026/11/06