Premium Acquisition Manager - Sales - Bank (2-9 yrs)
Profile : Premium Acquisition Manager
CTC : Upto 5 LPA
Product : CASA
Industry : Banking
Location : Mumbai
Requirements :
Qualification : Any Graduate
Experience : Minimum 2+ year of experience in Retail branch banking, Casa.
Job description :
- Identify potential catchment areas to acquire HNI/Affluent liabilities customers.
- To do marketing activities and generate leads for acquiring HNI/Affluent customers.
- Build a database of customer leads through references.
- Schedule meetings with potential HNI/Affluent liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits.
- Communicate clearly to customers on the requirements for various types of products, services, documents to be provided to the bank.
- Also clearly explain the customer on required balances/deposits to be maintained to avail various products and services.
- Ensure that all customer documents are verified with originals and are handled with care and confidentiality.
- Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank.
- Maintain continuous communication with customers on the status of their account opening process.
- Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements - for example, relevant loan products, investment products etc.
- Build reference network from newly signed up customers for potential leads.
Interested candidates can share their CV
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