Posted By
Posted in
Sales & Marketing
Job Code
1421961
Opening in one of the reputed bank.
Job Description:
- The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding.
- You will do so by building a strong relationship with our clients and analyzing our clients' data.
- Essentially, you will act as the main point of contact for our clients.
Responsibilities:
- Dialogue with our clients to understand their business objectives and challenges.
- Analyze clients' data and provide strategic recommendations to clients.
- Present value-proposition to sales leads and current customers.
- Prospect for new sales leads and close sales.
Qualifications:
- Minimum 5 years' of client relationship experience in CASA.
- Ability to manage multiple projects and clients.
- Strong communication and interpersonal skills.
Desired Candidate Profile:.
- CASA Experience.
- Field sales experience in banking mandatory.
- Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
- Very good understanding of Trade and Forex & CA.
- Very good understanding of Commercial Assets like CC, OD, TL, Export Finance.
- Understanding of Mutual Funds and Insurance is an added advantage.
- Customer orientation.
- High energy levels with a motive to succeed.
KRAs:.
- Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets.
- Sources new bank customers through external individual efforts and acquisition channel.
- Ensures high levels of customer service orientation and application of bank policy.
- Cross-sells bank products to existing set of branch customers, which are mapped.
- Informs customers of new products or product enhancements further to expand the banking relationship.
- Plans and conducts special sales initiatives and events for prospective and existing clients.
- Coordinates with other group companies to provide seamless access to other products.
- Maintains complete relationship record for assigned customer accounts.
- Tracks customer complaints/queries and turnaround times for customer satisfaction.
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Posted By
Posted in
Sales & Marketing
Job Code
1421961
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