HDFC Bank - Raikot, Punjab - Job Description A. Operations: Custodian of Deliverables at branch i. e, Welcome Kit, Cheque Book, ATM/Debit cards, Tatkal Kits. As a custodian, ensure: a. Customers as per SM...

Job Description A. Sales: Maintain Daily Sales Report CH 106 and CH 104 Calling a. Structured bundled offering of Products and Services to the customer within the defined time line Ensure quality new acquisition on SA and CA for Resident/Non Resident a. Walk Ins b. Portfolio c. Referrals(Friends/Family members/Associates) d. Attrition control i. Includes persuading the customer to continue and if required renew FDs ii. Deepen by cross selling sticky products like Demat, Bill Pay, Advisory. iii. Ensure quality of relationship while flagging. Should be capable of maintaining eligibility iv. Regular customer contact to establish needs of the customer and opportunities to cross-sell v. Monitor large amount movements and account closure from the deposit accounts and ensure that customer does not attrite vi. Ensure that the marketing analytics list on possible attrite, is called and retained Penetration of Saving Accounts on non liability customers Propagate the benefits of not being on DNC

Job Description A. Sales: Maintain Daily Sales Report CH 106 and CH 104 Calling a. Structured bundled offering of Products and Services to the customer within the defined time line Ensure quality new acquisition on SA and CA for Resident/Non Resident a. Walk Ins b. Portfolio c. Referrals(Friends/Family members/Associates) d. Attrition control i. Includes persuading the customer to continue and if required renew FDs ii. Deepen by cross selling sticky products like Demat, Bill Pay, Advisory. iii. Ensure quality of relationship while flagging. Should be capable of maintaining eligibility iv. Regular customer contact to establish needs of the customer and opportunities to cross-sell v. Monitor large amount movements and account closure from the deposit accounts and ensure that customer does not attrite vi. Ensure that the marketing analytics list on possible attrite, is called and retained Penetration of Saving Accounts on non liability customers Propagate the benefits of not being on DNC

Job Description A. Sales: Maintain Daily Sales Report CH 106 and CH 104 Calling a. Structured bundled offering of Products and Services to the customer within the defined time line Ensure quality new acquisition on SA and CA for Resident/Non Resident a. Walk Ins b. Portfolio c. Referrals(Friends/Family members/Associates) d. Attrition control i. Includes persuading the customer to continue and if required renew FDs ii. Deepen by cross selling sticky products like Demat, Bill Pay, Advisory. iii. Ensure quality of relationship while flagging. Should be capable of maintaining eligibility iv. Regular customer contact to establish needs of the customer and opportunities to cross-sell v. Monitor large amount movements and account closure from the deposit accounts and ensure that customer does not attrite vi. Ensure that the marketing analytics list on possible attrite, is called and retained Penetration of Saving Accounts on non liability customers Propagate the benefits of not being on DNC

Job Description A. Sales: Maintain Daily Sales Report CH 106 and CH 104 Calling a. Structured bundled offering of Products and Services to the customer within the defined time line Ensure quality new acquisition on SA and CA for Resident/Non Resident a. Walk Ins b. Portfolio c. Referrals(Friends/Family members/Associates) d. Attrition control i. Includes persuading the customer to continue and if required renew FDs ii. Deepen by cross selling sticky products like Demat, Bill Pay, Advisory. iii. Ensure quality of relationship while flagging. Should be capable of maintaining eligibility iv. Regular customer contact to establish needs of the customer and opportunities to cross-sell v. Monitor large amount movements and account closure from the deposit accounts and ensure that customer does not attrite vi. Ensure that the marketing analytics list on possible attrite, is called and retained Penetration of Saving Accounts on non liability customers Propagate the benefits of not being on DNC

Job Description A. Sales: Maintain Daily Sales Report CH 106 and CH 104 Calling a. Structured bundled offering of Products and Services to the customer within the defined time line Ensure quality new acquisition on SA and CA for Resident/Non Resident a. Walk Ins b. Portfolio c. Referrals(Friends/Family members/Associates) d. Attrition control i. Includes persuading the customer to continue and if required renew FDs ii. Deepen by cross selling sticky products like Demat, Bill Pay, Advisory. iii. Ensure quality of relationship while flagging. Should be capable of maintaining eligibility iv. Regular customer contact to establish needs of the customer and opportunities to cross-sell v. Monitor large amount movements and account closure from the deposit accounts and ensure that customer does not attrite vi. Ensure that the marketing analytics list on possible attrite, is called and retained Penetration of Saving Accounts on non liability customers Propagate the benefits of not being on DNC

Job Description A. Sales: Maintain Daily Sales Report CH 106 and CH 104 Calling a. Structured bundled offering of Products and Services to the customer within the defined time line Ensure quality new acquisition on SA and CA for Resident/Non Resident a. Walk Ins b. Portfolio c. Referrals(Friends/Family members/Associates) d. Attrition control i. Includes persuading the customer to continue and if required renew FDs ii. Deepen by cross selling sticky products like Demat, Bill Pay, Advisory. iii. Ensure quality of relationship while flagging. Should be capable of maintaining eligibility iv. Regular customer contact to establish needs of the customer and opportunities to cross-sell v. Monitor large amount movements and account closure from the deposit accounts and ensure that customer does not attrite vi. Ensure that the marketing analytics list on possible attrite, is called and retained Penetration of Saving Accounts on non liability customers Propagate the benefits of not being on DNC

GRAS Education and Training Services Pvt. Ltd.\-Ludhiana, Punjab \- across ten states. Job description Required qualified and experienced trainers to train graduate candidates in the Banking and Finance sector/ products for a CSR project at Raikot, Ludhiana \(Punjab\) and Jamnagar \(Gujarat\) locations. The candidate should at least be a B.Com/ Graduate with 3\-4 years of sales experience in Banking & Finance Industry and skill training \(preference will be given to BFSI SSC certified candidate however it is not a mandatory requirement\). The other required essential skills.

Job Description A. Sales: Maintain Daily Sales Report CH 106 and CH 104 Calling a. Structured bundled offering of Products and Services to the customer within the defined time line Ensure quality new acquisition on SA and CA for Resident/Non Resident a. Walk Ins b. Portfolio c. Referrals(Friends/Family members/Associates) d. Attrition control i. Includes persuading the customer to continue and if required renew FDs ii. Deepen by cross selling sticky products like Demat, Bill Pay, Advisory. iii. Ensure quality of relationship while flagging. Should be capable of maintaining eligibility iv. Regular customer contact to establish needs of the customer and opportunities to cross-sell v. Monitor large amount movements and account closure from the deposit accounts and ensure that customer does not attrite vi. Ensure that the marketing analytics list on possible attrite, is called and retained Penetration of Saving Accounts on non liability customers Propagate the benefits of not being on DNC

Job Description A. Sales: Maintain Daily Sales Report CH 106 and CH 104 Calling a. Structured bundled offering of Products and Services to the customer within the defined time line Ensure quality new acquisition on SA and CA for Resident/Non Resident a. Walk Ins b. Portfolio c. Referrals(Friends/Family members/Associates) d. Attrition control i. Includes persuading the customer to continue and if required renew FDs ii. Deepen by cross selling sticky products like Demat, Bill Pay, Advisory. iii. Ensure quality of relationship while flagging. Should be capable of maintaining eligibility iv. Regular customer contact to establish needs of the customer and opportunities to cross-sell v. Monitor large amount movements and account closure from the deposit accounts and ensure that customer does not attrite vi. Ensure that the marketing analytics list on possible attrite, is called and retained Penetration of Saving Accounts on non liability customers Propagate the benefits of not being on DNC

HDFC Bank - Raikot, Punjab - Job Description A. Sales: Maintain Daily Sales Report CH 106 and CH 104 Calling a. Structured bundled offering of Products and Services to the customer within the defined time l...

Job Description A. Sales: Maintain Daily Sales Report CH 106 and CH 104 Calling a. Structured bundled offering of Products and Services to the customer within the defined time line Ensure quality new acquisition on SA and CA for Resident/Non Resident a. Walk Ins b. Portfolio c. Referrals(Friends/Family members/Associates) d. Attrition control i. Includes persuading the customer to continue and if required renew FDs ii. Deepen by cross selling sticky products like Demat, Bill Pay, Advisory. iii. Ensure quality of relationship while flagging. Should be capable of maintaining eligibility iv. Regular customer contact to establish needs of the customer and opportunities to cross-sell v. Monitor large amount movements and account closure from the deposit accounts and ensure that customer does not attrite vi. Ensure that the marketing analytics list on possible attrite, is called and retained Penetration of Saving Accounts on non liability customers Propagate the benefits of not being on DNC

HDFC Bank - Raikot, Punjab - Job Description A. Achieving Sales Objectives: Ensure that Tellers generate Sales References for Liability products Ensure Cross Sell leads for Credit Cards are given to the BDR ...

Job Description A. Achieving Sales Objectives: Ensure that Tellers generate Sales References for Liability products Ensure Cross Sell leads for Credit Cards are given to the BDR Penetration of Saving Accounts on non liability customers Active Signup of Enet facility to Corporate having Salary relationships Ensure that customers opt for and get facilities of CBDT collections Generate leads for Third Party Products to the customers a. MF/Insurance/RBI Bonds Enhancing customer wallet size a. Ensuring that customers make us their primary bank i. Knowing about where all the customer is currently banking and moving him to our Bank ii. Sales to associates or customers network B. Customer Services: Lobby Management a. Queue handling Branch Administration including house keeping, upkeep, etc Ensure quality customer service is delivered a. Manage irate customers if required or escalated Recording complaints as per the specified process Resolving all complaints received (self, branch, other units

Looking for experienced and qualified trainers in Banking and Finance sector for a leading client in Ludhiana location. Mandatory: - Must be a Graduate with 3-4 years of work experience in BFSI Industry and skill trainings. (B.Com would be an added advantage) - Must have complete knowledge of BFSI products. - Must be proficient in training methodologies used in the BFSI industry. - Must have excellent written & verbal communication skills (Preferred - Local language proficiency) - Must have hands on experience and knowledge of MS Office, Web based systems, visual aids technology. - Must be a team player with a zeal of learning. The original job offer can be found in Kit Job: www.kitjob.in/job/20072877/bfsi-products-trainer-required-raikot-ludhiana-c-250-ludhiana-district/

Advertisements