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Associate Manager @ Planet Solutions

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 Associate Manager

Job Description

    Key Responsibilities

    • Acquire new Household & Current Account (CASA) customers through field sales and referrals.

    • Drive deposit mobilization and maintain healthy account balances.

    • Build and manage relationships with individual and business customers.

    • Cross-sell products such as FD, RD, Insurance, Mutual Funds, Credit Cards, and Loans.

    • Conduct market mapping and identify potential clients in the assigned territory.

    • Ensure proper KYC documentation and compliance with bank policies.

    • Achieve monthly acquisition, revenue, and cross-sell targets.

    • Maintain daily activity reports and sales MIS.

    • Provide excellent customer service and resolve queries promptly.

    Interested candidates please call pr whatsapp - hidden_mobile

Employement Category:

Employement Type: Full time
Industry: Banking
Role Category: Pre-Sales
Functional Area: Not Specified
Role/Responsibilies: Associate Manager

Contact Details:

Company: Planet Solutions
Location(s): Bhubaneswar,

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Keyskills:   sa sales current account casa liabilities ca

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₹ 1 to 6 Yr

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Planet Solutions

Php Expert Group Pvt. Ltd.