Affluent Acquisition Manager - BFSI

Affluent Acquisition Manager

- Identify and solicit new-to-bank of HNI clients through internal and external channels.

- Assist the client in opening , as per the client's 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

- 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