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Client Acquisition
2 weeks ago
Role & responsibilities
Premium Client Acquisition is part of the Bank's frontline sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities in the Affluent to HNI customer segment, thereby grow premium book. the incumbent shall be responsible for selling banking and investment products and services to customers based on their needs, drive premiumization and overall grow the deposit book. They are also responsible for handling customer queries to ensure customer satisfaction.
Key Responsibilities
- Responsible for acquisition of Customers (defined as Burgundy Private, Burgundy and Priority). Performance to be benchmarked against both Numbers and as well as values.
- Responsible for ensuring the NTB accounts sourced during the year maintain True Value relationship.
- Responsible for yearly cross sell to newly acquired Customers, thus ensuring that there is PPC expansion leading to higher wallet share of customer. Aim is to become Primary Bank for the customers so acquired.
- Responsible to co-own the relationships for first three-month post account opening, while also ensuring that a defined SOP is followed to handover the customer to mapped Relationship Manager for further nurturing.
- Ensuring that there is a revenue generation by way of Cross Sell.
- Ensure that the leads, if coming from any other LG Channel i.e., BROs, non-BB Channels etc. are actioned upon with in the first 24 hours of lead assignment, making sure that there is a healthy LCR.
- Be a mentor to the Sales Executives in the mapped SOL IDs to see an increase in the premium mix of accounts sourced by the SEs.
- Work extensively with the Sales Manager of the Branch to explore the opportunities.
**Job Types**: Full-time, Permanent
**Salary**: Up to ₹1,800,000.00 per year
**Benefits**:
- Health insurance
Schedule:
- Day shift
- Morning shift
**Experience**:
- total work: 1 year (preferred)
Ability to Commute:
- Mumbai, Maharashtra (required)
Ability to Relocate:
- Mumbai, Maharashtra: Relocate before starting work (required)
**Speak with the employer**
+91 8917615056
