Key Responsibilities: Customer Acquisition: Identify and acquire new customers for CASA products through field visits, cold calls, referrals, and micro-marketing activities Source salary accounts from corporates and participate in induction/migration events Sales & Cross-Selling: Promote and cross-sell banking products such as insurance, mutual funds, SIPs, loans, and credit cards Ensure activation of new accounts and increase wallet share through UPI linkage and balance growth Customer Relationship Management: Build and maintain strong relationships with new and existing customers 1 . Provide excellent customer service and resolve queries promptly 3 . Compliance & Reporting: Ensure adherence to KYC norms and banking regulations 3 . Submit regular sales and performance reports to management 1 . Qualifications & Experience: Graduate or Postgraduate in Business, Finance, or related fields. 1-3 years of experience in sales, preferably in banking or financial services. Skills Required: Strong communication and interpersonal skills. Sales and negotiation skills. Customer service orientation. Market awareness and analytical thinking. Ability to work independently and in teams. Location - Western Mumbai / South Mumbai.
Location - Bangalore / Hyd / Delhi / Mumbai Experience - 8 + years in banking handling HNI Clients Role Details Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide the face of the Bank to the high net worth customers of the Bank. Overall Job Description To cross sell wealth & liability products to the banks premium Asset clients Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. Ensure ongoing self-development. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. Sales Achieve the Targets set in terms of product mix. Achieve best in class productivity in order to maximize the efficacy of the sales process. Achieve the budgeted cross sell targets. Aggressive Sales call plans to acquire large prospective customers through referrals. Ensure coverage of customer base in accordance with the Group Approved Relationship Matrix. Integration Management Manage the customer transition with utmost sensitivity. Awareness of all the policies and procedures issued in relation to money laundering prevention. Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer