Generic Job Role Job Title : 

REPORTS TO (Primary) REPORTS TO (Secondary)

Team Leader/Team Manager, Priority Clients Acquisition

JOB PURPOSE :

The purpose of the role is to

- Meet the business objectives initiated by the country / management

- Customer focused need-based selling

- Deepen customer relationship and maximize penetration

KEY RESPONSIBILITIES :

Business Drivers

- Achieve personal sales target - as per scorecard / by business

- Affluent Segment focused, customer need based selling

- Being a Priority Clients Acquisition BDM, focus must be on acquiring new HVS customers,fulfilling needs with respect to Assets, Investments, Insurance, Liabilities, for such customers as mandated by the Bank. This role will involve deepening these relationships by cross-selling various product

- Focus on increasing SA balances / book in the YTD sourced relationships

- Deliver revenue targets as rolled out in scorecard for every quarter

Customer Experience :

- Operational quality - Error free customer application & documentation. To minimize onboarding TAT and provide client delight at the time of onboarding

- Responsive and responsible selling

- Practice appropriate sales and marketing pitch

- Ensure NIL Customer complaints

Risk Assurance

- Conduct CDD, MLP & TCF diligently

- Zero tolerance - Fraud, Mis-selling

- Attend training, acquire knowledge and apply to job function

- Adhere to all policies, guidelines and procedures, comply with local regulatory requirements

- To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager

KEY DIMENSIONS :

Customers : 

- New-to-Bank Affluent and Emerging affluent

- Clientele along with product penetration via cross sellingand balance build up

Business Targets : As mentioned in Job Objective

KNOWLEDGE/SKILLS/EXPERIENCE :

- Must be a graduate. MBA's would be an advantage

- Candidates having Sales experience of at-least 4+ year in the Retail Banking Industry; especially Affluent acquisition, Wealth, CASA and Equity would be preferred

- Candidate having AMFI, IRDA (and other relevant certification) certification will be preferred

- Good knowledge of the selected market (location) and customer segments (affluent) is mandatory

- Strong communication and negotiation skills with the ability to influence outcomes

- Strong inter-personal skills, which encourages and promotes enthusiasm and team spirit

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.