Sales Manager EXIM
3 weeks ago
Job Description SECTION II: ROLE SUMMARY The incumbent will be responsible for acquiring EXIM CA Accounts along with high-value CA with focus on driving Trade and Forex Income. He should be a self-driven and motivated individual with a zeal to outperform in ambiguous environment and thrive under pressure. He should understand basic banking products, transaction processing & pricing, and have flair for sales and relationship management. SECTION III: KEY RESPONSIBILITIES/ ACCOUNTABILITIES Responsibilities - To identify and acquire new EXIM CA customers in the identified segment and reference generation from the specified catchment - To identify and acquire new product/ program eligible CA in the identified segment and reference generation from the specified catchment - To drive activation and income generation from Trade and Forex line of business in tandem with Subject Matter Experts - To achieve daily/ weekly/ monthly customer acquisition target - To support in building incremental CA values in self-sourced base - To ensure initial customer handholding & M+3 activation (Right advice to customer for product and documentation, opening a/c within TAT, familiarize customers with branch service RM and processes, monitor welcome kit delivery and follow up for repeat funding and use of account for business transactions) - To ensure digital onboarding and activation on the banks key digital platforms (CNB, Smart Trade, IRIS, Yes Connect etc.) - To attract new-to-bank qualified customers in consistence with the Bank's business strategy - To assist the Business Relationship Leader in catchment mapping & scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarking - To ensure required level of service for in-coming customers, to consult customers on credit and banking products People Management or Self- Management Responsibilities Risk and Internal Control Responsibilities - Should be adhering to all regulatory and compliance requirements - Should follow the internal and external controls policy of the bank, as required for the bank Qualifications- Candidate must possess a bachelor's degree, all majors are welcome to apply Professional -Certifications NISM/ IRDA/ NCFM/JAIIB/CAIIB & such relevant certifications will be an added advantage Skills - Excellent oral and written communication - Good presentation skills - High Sales orientation - Must be willing to take up extensive field visit - Orientation towards servicing the customer and understanding his needs is a prerequisite - Awareness of dynamics of local market - Good understanding of competitive products & their pricing Experience Years of Experience - Should necessarily be from Sales background with experience in sales and client's acquisition - Candidate should have worked on Sales assignment and should possess flair for customer engagement and acquiring new client - Should have consistently over-achieved sales target in previous organization Relevant prior work experience of 3 years to six years BEHAVIORAL COMPETENCIES- Competencies Competency Name Behaviors - Customer Focus - Listens to and demonstrates an understanding of customers stated needs - Delivers customer value through timely and quality execution - Develops an understanding of problems and employs existing or new methods to find solutions - Professional Entrepreneurship - Takes proactive and constructive action at work with little or no direction from others - Displays responsibility for problems, initiatives and tasks that lie within the domain of own role - Drive for Results - Seeks to understand the rationale for key decisions and understands implications for own role/ actions - Displays a sense of urgency to deliver outcomes as per stated timelines - Reacts to challenges by displaying an optimistic demeanor - Influence and Impact - Uses simple persuasion techniques to achieve the desired result / action / commitment from others - Responds to stated requirements of internal/ external stakeholders by keeping a solution-oriented mindset - Quality Focus - Ensures adherence to quality standards in work/service delivery, identifies opportunities for improvement in routine course of work - Adheres to laid down systems, procedures and identifies opportunities to enhance efficiency in own sphere of work through incremental improvement Leadership Competencies Competency Name Behaviors - Lead the way - Displays awareness and understanding of the external environment relevant to own area of work and can assess their impact on the business in which he operates - Translates the Bank's vision to own sphere of work and defines plan for achievement of the growth and scale objectives - Actively seeks, identifies and promotes opportunities to try out new ideas - Frequently communicates the organizational strategy and energizes employees within own region to realize Bank objectives and live the brand - Lead and Develop people - Sets performance expectations at the department level, monitoring performance, providing measurement systems, driving accountability and rewarding high performance - Enables empowerment by assigning clear challenging tasks with definitive accountabilities, resources and authority - Coaches and mentors employees to develop required skills, provides developmental tools and provides continuous feedback and support - Enables Change - Displays the ability to depart from traditional methods/behaviors and adapting quickly when situational constraints require new or different approaches - Cascades the vision for change, and leads required transformation in structure, processes and capability to ensure a smooth transition - Encourages team members to respond positively to changes, encouraging discussion, responding with empathy to their anxiety TECHNICAL COMPETENCIES
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