Verified Job
Accounting - Finance
RBLSAsset Desk Manager
Accounting - Finance
#215687
Remote / WFH
Job Description
The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from 2700+ branches and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank
About the Role:
Asset Desk Managers (ADM) are responsible for driving the Cross Sell (assets) business of the bank by exploring business opportunities from existing customers of the Bank. ADMs are situated in branches and are responsible for selling asset products and services to customers based on their needs. They are responsible for handling queries to ensure customer satisfaction
Key Responsibilities
• Identify sales opportunities for Retail Asset products to existing customers of the Bank along with looking out for acquiring new customers and building new relationships
• Manage business relations with existing customers and branch resources to generate retail asset leads
• Achieve sales targets as assigned by the organization on a monthly basis
• Liaison with the branch and retail asset team to ensure smooth processing of cases
• Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry
Qualifications:
Optimal qualification for success on the job is:
• Graduate/ Post-Graduation from a recognized institute
Role Proficiencies:
For successful execution of the job, the candidate should possess the following:
• Good communication (both verbal and written) skill in both English and the local language
• Excellent lead generation and conversion skill
• Ability to handle pressure and meet deadlines
• Ability to successfully work as a part of a team
• High sales orientation to meet the sales targets consistently
About the Role:
Asset Desk Managers (ADM) are responsible for driving the Cross Sell (assets) business of the bank by exploring business opportunities from existing customers of the Bank. ADMs are situated in branches and are responsible for selling asset products and services to customers based on their needs. They are responsible for handling queries to ensure customer satisfaction
Key Responsibilities
• Identify sales opportunities for Retail Asset products to existing customers of the Bank along with looking out for acquiring new customers and building new relationships
• Manage business relations with existing customers and branch resources to generate retail asset leads
• Achieve sales targets as assigned by the organization on a monthly basis
• Liaison with the branch and retail asset team to ensure smooth processing of cases
• Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry
Qualifications:
Optimal qualification for success on the job is:
• Graduate/ Post-Graduation from a recognized institute
Role Proficiencies:
For successful execution of the job, the candidate should possess the following:
• Good communication (both verbal and written) skill in both English and the local language
• Excellent lead generation and conversion skill
• Ability to handle pressure and meet deadlines
• Ability to successfully work as a part of a team
• High sales orientation to meet the sales targets consistently
