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Job Overview

Category

CA, CFA, CMA, MBA, MCOM/BCOM

Job Role

Finance Executive

Gender preferred

No Preferences

Functional Area

Finance

Work preferred

Work from Office

Qualification

Graduation

Any Graduation

Post Graduation

Any Post Graduation

Description

JOB ROLE :

· Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance.

· Speed and efficiency of service given

· Sales targets for banks and investment products.

· Going beyond the professional need of the customer by providing other products. Enhancement of customer value

· Cross-sale of asset products

· Back-up to relationship managers holding HNI relationship

· Customer acquisition through referrals

JOB REQUIREMENT:

· Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew

· Thorough understanding of banking

· Customer Retention

Cost Efficiency Through Process

Skills

Excel

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