RB-LS:Acquisition Team INTERNAL USAGE: No. of Vacancies: Manager: SM: Premium Acquisition Is a Team leader N Team Size: Grade: Deputy Manager/ Manager/ Senior Manager Business: Retail Banking Department: Liability Sales Sub - Department: NA Location: Mumbai / Delhi / Pune / Ahmedabad / Kolkata / Hyderabad / Chennai / Bangalore About Liability Sales The Liability Sales department focuses on for acquiring customers with segment driven relationship model that serves clients across the full spectrum of consumer banking needs. The department drives business from 4500+ branches and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank. About the Role Business Manager Premium Acquisition will be responsible for client coverage and sales origination of non-salary accounts. S/He would be expected to work in a target driven environment and deliver across multiple product lines which is Burgundy Private, Burgundy & Priority, Investment and insurance. In addition to acquisition, the incumbent will be responsible for various deliverables around compliance, controls like: FTR, TAT and ageing. Key Responsibilities Account acquisitions and qualified client growth along with deepening of wallet through Investment / Insurance / FX penetration in the account. o Acquiring Burgundy Private, Burgundy & Priority acquisition of affluent clients o Early Engagement and Activation of accounts on Investments, Insurance and FX o Optimize cross sell opportunities such as cards, mortgage & business lending o Ability to recognize business opportunities for acquiring new customers in the Affluent HNI space and formulate acquisition initiatives o Provide complete and comprehensive information on products, services, charges etc. proactively to the customer and ensure best service standards o Understand customer needs, explore and educate customer on financial needs arising at various life stages o Customer relationship deepening maximize penetration across products, customer focused need-based selling o Ensure compliance and integrity of the sales process with respect to right selling, sourcing and documentation. o Discipline in Trainings Certifications HR related timelines adherence Qualifications Optimal qualification for success on the job is: MBA from a recognized institute 5-8 years of progressive sales experience across diverse product sets & exposure to various processes related to the Sales Role Proficiencies: For successful execution of the job, the candidate should possess the following: Ability to influence the customer for entering a banking relationship by identifying the right product Wealth Management Good communication, presentation and interpersonal skills Understanding of the local geography and demography Networking skills
