Client Acquisition Specialist

1 week ago

Delhi Delhi NCR, India beBeeRelationship Full time ₹ 1,04,000 - ₹ 1,30,878
Key Responsibilities:

The successful candidate will be responsible for acquiring new customers and ensuring the sourcing of quality savings accounts.

  • Acquire new Savings Account customers from designated segments and generate referrals from assigned catchment areas.
  • Ensure the sourcing of quality SA accounts aligns with the bank's product mix, customer segments, and constitution guidelines.
Customer Onboarding & Activation

The ideal candidate will provide proper guidance to customers regarding product features, required documentation, and account usage.

  • Provide proper guidance to customers on product features, documentation, and account usage.
  • Ensure account opening within defined TAT and M+1 activation by encouraging repeat funding and business transactions.
  • Facilitate customer familiarization with branch services, relationship managers, and digital banking processes.
  • Drive proactive registration and activation of customers for direct banking channels.
Market Scoping & Feedback

The successful candidate will support the Catchment Sales Leader in catchment mapping and opportunity scoping.

  • Support the Catchment Sales Leader in catchment mapping and opportunity scoping.
  • Provide regular feedback on customer needs, competitor benchmarking, and market trends.
Target Achievement & Sales Quality

The ideal candidate will meet and exceed monthly new customer acquisition targets.

  • Meet and exceed monthly new customer acquisition targets by understanding and analyzing customers' transaction banking needs.
  • Maintain compliance with internal sales processes, selling norms, and guidelines prescribed by regulators.
  • Ensure quality sourcing in line with bank policy and adherence to KYC and AML norms.

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