Senior Institutional Sales Manager

7 days ago

Mumbai Mumbai City Navi Mumbai, India beBeeInstitutional Full time ₹ 14,00,000 - ₹ 28,00,000
Job Summary

We are seeking a Senior Institutional Sales Manager to acquire and nurture institutional clients, including trusts, associations, clubs, societies, and government bodies within an assigned region. You will be responsible for identifying and following up on new business opportunities, acquiring Current Accounts & Savings Accounts (CASA) and Term Deposits, and managing the relationship value of existing customers.

This role requires you to develop and execute proactive banking solutions, handle customer service and investment portfolios, and collaborate closely with the Branch Banking team to achieve sales and acquisition targets.

Key Responsibilities:
  • Client Acquisition & Nurturing: Acquire and nurture institutional clients, including Trusts, Associations, Clubs, Societies, and Government Bodies.
  • Business Development: Initiate and follow up on New Business Opportunities with assigned branches in the region.
  • Portfolio Growth: Drive the acquisition of CASA and Term Deposits. Manage the Relationship Value (RV) of existing customers.
  • Strategic Solutions: Leverage the bank's relationships with existing institutional accounts by developing and executing proactive banking solutions.
  • Customer Service & Investment Management: Handle the service requirements of customers and manage their investment portfolios.
  • Cross-Functional Collaboration: Work closely with the Branch Banking team to develop sales and acquisition opportunities from this segment.
  • Target Achievement: Achieve assigned top-line and CASA numbers and values.
Required Skills & Qualifications:
  • Proven experience in acquiring and nurturing institutional clients.
  • Strong skills in identifying and pursuing new business opportunities.
  • Expertise in CASA and Term Deposit acquisition.
  • Ability to develop and execute proactive banking solutions for institutional clients.
  • Proficiency in managing customer investment portfolios and providing excellent service.
  • Excellent collaboration and communication skills to work effectively with the branch banking team.
  • Demonstrated ability to achieve sales and acquisition targets.
About Us

A leading financial institution seeks a dedicated professional to join our team as a Senior Institutional Sales Manager. As a key member of our branch banking team, you will play a critical role in driving growth and achieving sales targets.

Your Future with Us

We offer a dynamic and supportive work environment that fosters professional growth and development. Our team is committed to delivering exceptional service and exceeding customer expectations. If you are a motivated and results-driven individual who is passionate about building long-term relationships, we encourage you to apply for this exciting opportunity.

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