uttam dutta

through DSA channels via the said Sales Managers.

company goals

 RESPONSIBILITES
1) To Handle customer portfolio and provide the service requirements like account opening
(CASA, DEMAT, INVESTMENT, ASSET & OTHER BANKING PRODUCTS)
2) Driving customer coverage and Ensuring customer engagement & Retention.
3) Drive productivity through team assigned.
4) Cross sells existing bank products to customers.
5) Informs customers of new products or product enhancements to further expand the
banking relationship.
6) Plans and conducts special sales initiatives and events for prospective and existing
clients
7) Ensures fast and quality turn - around time for responses.
8)To Achieve Sales targets Assets & Liabilities on monthly basis.
9) Cross-sale of asset products
10) Customer acquisition through referrals for NTB. 

 1.Tracking and reporting sales performance including pipeline, acquisition results and
market conditions along with MIS & analysis of sourcing
2. Ensuring all performance standards are met viz. business targets.
3.Engaging with channel partners to build relationship and delivering a positive customer
experience while acquiring new customers. 

 RESPONSIBILITES
1. Ensure quality new acquisition on CASA for Resident/Non Resident accounts.
2. Penetration of FD to existing and new customers.
3. Ensure quality customer service is delivered.
4. Meet productivity norms defined through support of channels and own efforts.
5. Generating leads for other products and passing the same to the branch for follow ups