Sales Manager Premium Banking

1 week ago

Bengaluru, India Deutsche Bank Full time

Job Description:

Job Title: Sales Manager Premium Banking

Location: Bangalore

Role Description

  • Candidate is having prior experience of New to bank acquisition of saving accounts through open market lead generation and closure, successful onboarding of Customer for a smooth transition to branch banking team, Sourcing new account.
  • Your experience will support team/Bank to acquire new client from the open market to bank with us and generate revenue

Your key responsibilities

Acquisition

  • Increase acquisition of Target clientele across in Advantage Banking segments.
  • Periodically assist Advantage Banking in conducting approved local level sales drive (micro events) for the acquisition.
  • Acquire new accounts from group companies / family of existing customers.
  • Acquire new accounts from referrals from existing customers

Relationship Building / Deepening / Cross Sell / Transition

  • Ensure consistent growth of the Advantage Banking portfolio.
  • Work closely with the Advantage Banking and team and establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book.
  • Build a robust momentum regarding the third-party distribution (insurance, auto loans, mortgages) and fee income to scale up the client portfolio growth, in line with the set targets.
  • Implement customer contact programs to ensure their share of wallet with the bank increases. Ensure smooth transition of customer management to the respective RM post-acquisition

Retention

  • Ensure top class service delivery to clients to be in line with the best in the industry.
  • Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances.
  • Work towards reactivating accounts which have stopped transacting or depleted in balances.
  • Assist in resolving service hurdles to create a delight situation for customers

Risk Management & Governance

  • Ensure awareness and adherence with the Know Your Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk, Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time.
  • Provide regular feedback on the changing customer needs to the SSM. Any suspicious transaction to be immediately reported to the SSM.

Your skills and experience

  • In-depth knowledge of Product and Policy
  • Having Good Communication skill
  • Having good negotiation skill
  • Have and understood the market update and knowledge.
  • Having awareness and information about the competition

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