Affluent Acquisition Manger - Navi
- Rekrut India
- 1 - 6 years
- Mumbai
- 4 years ago
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Job Description
Affluent Acquistion Manager (MNC BANK)
CTC:- 20 LPa
Looking candidate who acquire CASA
English Should be Fluent
account acquisitions, Qualified Client growth along with deepening of Wallet through Investment / Insurance / FX penetration in the account. Responsibilities: Identify and solicit new-to-bank Private Client accounts of HNI clients through internal and external channels.
Assist the client in opening CPC / CG account, as per the clients preference. Early Engagement and Activation of accounts on Investments, Insurance and Forex. Keep abreast of current economic environment and capital markets, so as to have meaningful discussions with NTB prospects and optimize acquisition effectiveness. Optimize Cross Sell opportunities including credit cards , Mortgage and Business Lending Actively promote referrals from existing clients to generate a pipeline of prospects Smooth Conversation and conversion of the prospects/leads given by the Digital / Tele sales Unit or other channels into funded CPC and CG accounts Optimize funded opportunity in listed Salary account relationship companies Ability to recognize business opportunities for acquiring new customers in the Affluent HNI space and formulate acquisition initiatives Spearhead any micro marketing events focused on NTB acquisition. Work with the product team, telemarketing to identify initiatives and products that will help acquire new customers for the Bank Provide complete and comprehensive information on products, services, charges etc. proactively to the customer and ensure best on-boarding service standards Understand customer needs, explore and educate customer on financial needs arising at various life stages Customer relationship deepening; maximize penetration across products, customer focused need based selling Ensure compliance and integrity of the sales process with respect to right selling, sourcing and documentation. Joint meetings with the Unit Head to be done regularly with call reporting tracking. Deliver consistent and best-in-class customer service Ensure updation of complete KYC details for the originated accounts Discipline in Trainings; Certifications; HR related time lines adherence
Qualifications:5-8 Years experience preferably in the financial services industry Either prior experience of acquiring high-net-worth clients (Priority Banking / SME Banking) or prior experience in investment products, such as, Mutual Funds, Insurance, equity, fixed-income (bonds) will be
preferred. Other Industry relevant sales experience such as real estate / Assets experience can be considered
Tertiary degree or equivalent Education: MBA Excellent communication skills verbal and written Excellent teamwork skills in order to cater to the varied investment understanding and support requirement of customers and prospects
Contact or Whatsapp :- 8454085***
Mail your resume :- ru***********d@re********a.com
Job Classification
Industry: BankingFunctional Area: BFSI, Investments & Trading, Role Category: Investment Banking, Private Equity & VCRole: Investment Banking, Private Equity & VCEmployement Type: Full timeEducation
Under Graduation: Any GraduateContact Details:
Company: Rekrut IndiaLocation(s): Mumbai
Keyskills: CASA acquistion Saving Account Retail Banking Casa Current account Liabilities Branch Banking
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