Equitas Bank : Premium Acquisition Manager PAM

Equitas Small Finance Bank - Coimbatore

Premium Acquisition Manager - PAM

Grade: Officer / Assistant Manager / Deputy Manager

Key Responsibilities:

• Identify potential catchment areas to acquire HNI/Affluent liabilities customers for Equitas Bank.
• To do marketing activities and generate leads for acquiring HNI/Affluent customers.
• Build a database of customers leads through references.
• Schedule meetings with potential HNI/Affluent liabilities customers and understand their requirements; thereafter presenting them with the most suitable products and explaining the features/benefits.
• Communicate clearly to customers on the requirements for various types of products, services, and documents to be provided to the bank.
• Also clearly explain the customer on required balances/deposits to be maintained to avail various products and services.
• Ensure that all customer documents are verified with originals and are handled with care and confidentiality.
• Complete all account opening-related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank.
• Maintain continuous communication with customers on the status of their account opening process.
• Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements – for example, relevant loan products, investment products etc.
• Build reference network from newly signed up customers for potential leads.
• Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor.

Purpose of the role:

To acquire HNI/Affluent New To Bank liabilities relationships (Saving Accounts / Current Accounts / Deposits) and build stable balances through customer onboarding.

Desired Experience & Qualification:

1.Graduate with 1 to 4 years of experience in liabilities customer acquisition, preferably in HNI/Affluent customer acquisition.

2.Good communication, sales and negotiation skills

3.Must have good knowledge of the local and surrounding markets in the area.

4.Must have good knowledge on products and services offered to HNI/Affluent customers.

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