Premium Acquisition Manager | Small Finance Bank

3 weeks ago

bangalore, India Riverforest Connections Private Limited Full time

Grade : Manager/Deputy Manager

Business Unit : Branch Banking

Designation: Premium Acquisition Manager

Purpose of the role:
  • To acquire HNI/Affluent New To Bank liabilities relationships (Saving Accounts / Current Accounts / Deposits) and build stable balances through customer onboarding.

 

 

Key Responsibilities:

 

  • Identify potential catchment areas to acquire HNI/Affluent liabilities customers for Equitas Bank.
  • 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.
  • Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor

 

Indicative Tasks

Competencies

Business Perspective

Responsible for CASA NTB numbers


 Market Intelligence

Planning

Result Orientation

Responsible for CASA Value

Responsible for HI/GI/LI premium numbers and values

Responsible for FD/RD numbers and values

Open Family accounts & take references from existing customer to grow Liabilities book

Process Perspective

 

Ensure NIL deviations in Audit/KYC/AML/compliance norms


- Analytical Skills
- Execution Excellence

- Collaboration

Track and ensure quality customer acquisition

Participate in audit, monitor the scores and close action points and concerns

Liaising with branch operations and CPCL for timely account opening, service enhancements and sales initiatives.

Customer Perspective

 

Build, manage and promote relationship with existing/old customers to generate new business and to solicit referrals

Building Relationship

Selling Skills

Ensure continuous generation of business through efficient relationship management

Conduct period meeting with key clients to manage and grow business.

Effectively handle customer complaints, if any

Learning & Growth Perspective

 

Work with Branch to set targets considering market conditions, potential and past performance

- Collaboration

Ensure to complete all assigned training modules on time

Identify self-training needs for sales, functional or procedural & ensure to complete assigned L&D Trainings

 

 

 

Desired Experience & Qualification:
  • Graduate with 1 to 4 years of experience in liabilities customer acquisition, preferably in HNI/Affluent customer acquisition.
  • Good communication, sales and negotiation skills
  • Must have good knowledge of the local and surrounding markets in the area.
  • Must have good knowledge on products and services offered to HNI/Affluent customers.

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