HR Business Partner at StepUpFind
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Relationship Executive - BFSI (1-5 yrs)
Team Member - Current Accounts / Savings Accounts
Key Responsibilities:
1. To acquire customers for Current Account, Savings Account Products of the bank, from a pool of potential individuals, small businesses, trusts associations, societies and corporates
2. To achieve and deepen business volume and numbers
3. To cross-sell TPP like Insurance, Gold, Locker, FD, Asset Products etc.
4. To retain customers through efficient customer service till three months of acquisition when accounts are handed over to RO
Key activities:
- Cold calling
- Securing appointments
- Understanding Customer's occupation and needs
- Introducing and explaining suitable products
- Resolving converted customers queries problems
- Managing database
Qualifications Required:
- Graduate or post graduate (in any field)
Skills Required:
- Selling skills with a clear focus on acquiring new CA/SA
- Presentable and demonstrating basic etiquettes
- Persuading skills
- Fluent communication and basic understanding of English
Traits Required:
- Achievement motivation : Desire to meet increasing targets and grow
- People orientation
- Adherence to regulations
Reporting Relationship:
Branch Sales Manager (BSM). Dotted line reporting to Branch Manager (BM)
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