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Banking Relationship Manager
1 month ago
The Sales Officer is accountable for acquiring new clients within the branch catchment area, building strong relationships, and generating revenue through the cross-selling of various banking products.
Key Accountabilities:- Acquire new current and savings accounts from the branch catchment area
- Source high-quality salary accounts from corporates
- Activate new accounts, link UPI, manage balances, and increase wallet share of banking products, including insurance, mortgages, unit-linked products, and mutual funds
- Participate in corporate induction and migration events around the catchment area
- Build strong relationships with internal teams to leverage existing relationships from SMEs
- Conduct low-cost micro-marketing activities around the catchment area for lead generation
To succeed in this role, you will need to possess excellent communication and interpersonal skills, be able to work in a fast-paced environment, and have a strong understanding of banking products and services.