Acquisition Manager

1 week ago

Coimbatore, Tamil Nadu, India Response Informatics Full time

This opportunity is for a fast growing MNC bank, for the position of Preferred Banker, Acquisition Manager, Affluent Relationship Manager.

To deliver acquisition of "qualified" New to Bank (NTB) Treasures clients through "need-based

approach" and revenue performance by leverage product penetration opportunities through cross-sell of DBS products and services.

To manage & maintain the highest customer satisfaction and service levels through pro-active client

engagement & relationship management, coordinating internally with Service and Distribution

and Product team

Key Accountabilities (List the expected end results or KPIs that the job holder is expected to achieve

for this job. Do not list more than 5)

  • Conduct Events and activities to enable lead generation to assist NTB acquisition
  • Implement "needs-based strategy" to attract New to Bank (NTB) Treasures clients in the
assigned location/areas and actively engage them in new business opportunities.

  • Drive incremental NNM leveraging CA/SA/TD Growth and revenue by cross selling Insurance,
FX and Investments products.

  • Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings
Book growth

  • Drive Cross Sell and PPC
  • Drive and deliver exemplary customer service and uphold service standards.
  • Ensure internal and regulatory compliance through strict adherence to sales process,
timely risk reviews and exercising due diligence while on-boarding

  • Embrace digital banking solutions and technological advancements to deliver highly efficient,
swift, and precise services to customers.

  • Ensure strict adherence to product and sales policies, procedures, and regulatory guidelines
always established by the Bank and relevant authorities.

Job Duties & responsibilities (List the principal duties. Use concise statements that provide a clear

understanding of the level of responsibility, complexity, creativity and analysis performed in this

position.)

  • NTB Acquisition – Acquire New-To-Bank (NTB) acquisition of CASA accounts with funded
balances (TRV basis Gold, Silver, Bronze)

  • CASA Avg. Bal/TD Net Growth – Generate net growth in average balance for current
account/savings account (CA/SA) and Term Deposits (TD).

  • Revenue: Generate new sales revenue from Insurance, Foreign Exchange (FX), and
incremental CASA Net Interest Income (NII) up to M3 (month 3).

  • Strategic Focus (Referral): generate referrals for strategic products such as Mortgages, Credit
Cards sourcing, etc.

  • Ensure internal and regulatory compliance and address operational risks if any
  • To exercise appropriate due diligence while on-boarding and engaging with clients.
Required Experience

  • Minimum 4 years of experience in acquisition of NTB customers in Premium Banking/ Wealth
category

  • Sound understanding of financial planning and wealth management products in India
  • In-depth knowledge of local market and competition
  • AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added
advantage

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