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CANARA - JD

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23 views

CANARA - JD

Uploaded by

deepeshtripath1422
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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1.

Relationship Officer - Sales – Canara Retail

Job Description: Relationship Officer - Sales – Canara Retail


• To Achieve channel wise targets (New & Customer Retention)
• To Achieve desired Branch & LBS Activation targets.
• To Create a healthy Product Mix with traditional >50%
• To Create a healthy pool of lead generators across branches
• Achieve new business premium as per AOP targets rolled out by SSBD and defined
SFM
• Achieve Traditional Product Mix target
• Achieve Customer Retention targets for the portfolio
• Achieve targets as prescribed for Branch/LBS activation for bank
• Ensure timely PFR reporting and NIL PIR pending
• Ensure Customer Complaints <=1% of book
• Achieve defined metrics as per Sales Force Management process/guidelines
• Provide support to BM/LBS at the ground level. Make joint Field calls and motivate
them to achieve targets.
• Provide support and training for timely Submission, Pendency, and Issuance
management.
• Conceptualize and implement local business development initiatives for lead
generation and focused sales.
• Provide key inputs on business health to Branch Heads and agree on tactical
initiatives to increase lead generators & their contribution

Job Specification
• Should have good local Network
• Should have sound knowledge of Financial Industry
• Good communication: English/ Hindi /Regional Language
• Local Candidates are preferred
• Immediate Joiners or less notice period joiners.
• Candidate should have all employment docs & Education docs.
• Having personal vehicle would be an added advantage.
• Candidate should have good stability record with previous organization (in case of
exp.)
2. Relationship Officer -Direct Distribution

Job Description: Relationship Officer -Direct Distribution


• Number of customer meeting per day
• Delivery of minimum business guarantee
• Creating leads through campaigns /cold calling
• Documentation, logins & Issuance tracking.
• Lead / Feedback / Referral Updating on LMS
• Meeting Business targets: Achievement of Business plan
• Customer servicing/ Renewals

Job Specification
• Should have good local Network
• Should have sound knowledge of Financial Industry
• Good communication: English/ Hindi /Regional Language
• Local Candidates are preferred
• Immediate Joiners or less notice period joiners.
• Candidate should have all employment docs & Education docs.
• Candidate should have good stability record with previous organization (in case of
exp.)
3. Business Development Officer - Defence

Job Description: Business Development Officer - Defence


• Number of Customer meeting per day
• To achieve BDO wise targets.(New & Customer Retention)
• To achieve desired Agent/ partner Activation targets.
• To create a healthy Product Mix with traditional >50%
*To create a healthy pool of lead generators across defense territory
• Delivery of Minimum business guarantee
• Creating Leads through campaigns /cold calling
• Documentation, logins & Issuance tracking.
• Lead / Feedback / Referral Updating on LMS
• Meeting Business targets: Achievement of business plan
• Customer servicing/ Renewals

Job Specification
• Should have good local Network
• Good communication: English/ Hindi /Regional Language
• Local Candidates are preferred
• Immediate Joiners or less notice period joiners.
• Candidate should have all employment docs & Education docs.
• Candidate should have good stability record with previous organization (in case of
exp.)
• If candidate has connect in Defence Candidate should have good stability record with
previous organization (in case of exp.)

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