§ Customer Engagement:
ü Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
ü Face to the client and First person Responsible for service and sales satisfaction of mapped clients
§ Investments
ü To analyze financial needs of the customers and offer appropriate product with utmost transparency
ü Driving revenue business to generate fee income through products like mutual funds, investments and insurance
§ Audit & Compliance
ü Adherence to the Bank’s policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc)
Qualifications
Minimum graduation required
Primary Location
Kerala – Kochi
Department
Branch Banking
Sub-Department
Relationship and Service Management
Job Type
Standard
Shift
Day Job
Schedule
Full-time
Employee Status
Regular
Posted On
13.08.2020
Work Location
Kochi