Banking Partner/Business Manager - Client Acquisition

JOB SUMMARY

- Acquisition of key clients & high end customers & adding these clients to his/her existing portfolio for future cross-sell

Detailed Responsibilities:

- Acquisition of key clients & high end customers & adding these clients to his/her existing portfolio for future cross-sell.

- Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable with the Bank.

- Providing financial advice related to investments, insurance, simple banking transactions.

- Building client rapport with corporate sector/NR clients.

- Delivering the target number with quality & customer delight.

Another role details :

JOB SUMMARY :

- Achievement of NTB targets through the RO team

- Achievement of NTB value targets through the RO team

- Achievement of RM productivity targets on NTB / Deepening and Wealth

- Achievement of Regional budgets for the business segment

Detailed Responsibilities:

- Support branches to achieve their objectives on the NRI business segment, including:

- NTB acquisitions

- NTB values

- RM revenue budgets

- RM book deepening

- Conduct training of branch staff on NRI products and services

- Review and monitor branch/staff (RMs / ROs) performance on NRI business

- Joint customer calls along with RMs / ROs

- Identify ground level initiatives for business growth and support branches / RMs / ROs to implement the initiatives

- Initiate tie-ups with various institutions/organizations for sourcing NTB clients

- Identify and implement business facilitator opportunity in rural / under banked areas

- Constant interaction with the Product group to provide ground level feedback for product related changes