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Designation: Direct Sales (Assets) – Private Bank
1) Products to be focused:
· All Retail Loan Products viz. Housing Loan, Vehicle Loan, Mortgage Loan, Personal Loan.
2) Roles & Responsibilities:
· Drive Sales of Retail Assets at the branch
· Monitoring and co-ordinate with Processing Team till the closure/disbursement of the loan
· Initiate Tie-up with Builders / Car dealers etc.,
· Achieving the allotted branch retail asset target
· Cross sell of other products relevant to the Asset customers
· Co-ordinate & Report to DO – PBO (Asset) for any support required
· Sharing the leads generated by the DSA/ME to RO (PBG) for inclusion of the same in the lead master.
· Should know how to sell the Bank Products by pitching the value added futures of each of our products. Get clarified with Ro (PBG) for the customer’s queries relating to Bank products.
· Should go for marketing only in the vicinity of the branch location.
a. Any Degree with minimum of 50% marks through regular mode.
b. Fluency in local language with a working knowledge in English
c. Must have own two wheeler with valid license
d. Attractive Incentives Based on their performance
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