Senior officer
IDFC FIRST BANK
Total years of experience :4 years, 0 Months
Manage HNI customers base (including residents and non-residents) in order to de-risk against attrition and achieve stability of book.
2. Procuring fresh business via NTB clients
3. Ensuring an increase in the liability balances in the savings and current account through fresh money.
4. Responsible for selling asset products like Home Loans, Personal Loans, LAP after undertaking financial due diligence of the customer by obtaining necessary documents.
5. Working as one point contact to the clients acquired and existing base and ensuring maximum satisfaction by providing them with pre/post service assistance and achieving delivery and quality service norms
6. Handle all type of Customers & Transaction (like:- Trade Forex, Normal transaction etc.)
7. Acquire NTB HNI customer’s & focusing of profile based selling approach for value added products/services such as trade & forex, finance, CMS, POS/payment Gateway solution Doorstep banking, assets, insurance, MF, etc.
Manage HNI customers base (including residents and non-residents) in order to de-risk against attrition and achieve stability of book.
2. Procuring fresh business via NTB clients
3. Ensuring an increase in the liability balances in the savings and current account through fresh money.
4. Responsible for selling asset products like Home Loans, Personal Loans, LAP after undertaking financial due diligence of the customer by obtaining necessary documents.
5. Working as one point contact to the clients acquired and existing base and ensuring maximum satisfaction by providing them with pre/post service assistance and achieving delivery and quality service norms
6. Handle all type of Customers & Transaction (like:- Trade Forex, Normal transaction etc.)
7. Acquire NTB HNI customer’s & focusing of profile based selling approach for value added products/services such as trade & forex, finance, CMS, POS/payment Gateway solution Doorstep banking, assets, insurance, MF, etc.
Qualified