About this role
JOB DESCRIPTION
jOB Role-
· Acquisition of New Client (NTB) through external individual efforts for Current Account, Savings Account Products of the bank. Customers to be sourced from individuals, small businesses, trusts, associations, societies, corporates.
· Revenue Generation, Customer Acquisition, Customer Retention, Cost Efficiency Through adherence to products, processes and regulatory requirements
· Handhold acquired customers for the initial 3 month period to deepen relationship values before passing it to the Branch Banking team
· Maintaining Avg Quarterly Balance
· Conducts regular promotional and customer events to generate leads
· Cross selling of MF, Gold, Insurance and asset products.
Job Requirement-
· 2 to 5 or Graduate with appropriate experience (at least 1 year experience in liabilities sales preferred)
· Hard core sales mentality. Primary motivation from achievement of targets. A hunter by orientation.
Acquire new HNI customers for retail loan products and banking services. Drive revenue through cross-selling of third-party products (TPP) such as insurance, mutual funds, etc. Build and grow CASA book size by onboarding quality customers. Maintain and nurture relationships with existing HNI clients to ensure long-term engagement. Coordinate effectively with internal teams including credit, legal, operations, and product teams. Ensure compliance with KYC norms and proper documentation for all customer acquisitions. Provide end-to-end support to customers and channel partners, ensuring timely updates and resolution. Leverage existing customer base to generate new business opportunities.