- To ensure acquisition & value build of new to Bank customers & Trade/Fx led CA customers in the branch in the identified segments.
- To Identify, build, acquire and deepen relationships to gain incremental wallet share of the high-value segment through a superior customer experience.
- To ensure high-value enhancement through acquisition & deepening in the mapped portfolio.
- To Provide a differentiated customer experience that supports value proposition. Execute integrated sales, service and relationship strategies to support growth and retention of business customers.
- To recognise and understand a client's global banking needs in order to provide holistic financial solutions.
- To focus on profile based cross-sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs, family SA, de-mat & securities, life & general insurance & credit Cards.
- To ensure onboarding, M+1 activation, Value builds up & AQB maintenance of accounts acquired.
- To Master referral opportunities to grow the portfolio. Proactively source, acquire and expand high-value customer relationship by maximising sale and service opportunities.
- To ensure Sales process adherence & desired value productivity
- To ensure catchment mapping & scoping for the CA business & prepare a wish list of potentially high-value customers from each identified segment in the catchment.
- To monitor customer profile, understand customer's business needs & provide appropriate product / pricing solution.
- To Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools.
- To ensure proactive migration of portfolio customers to direct banking channels esp. Net Banking.
- To maintain continuous customer engagement with all customers sourced by self & team through customer visits & proactively resolve customer issues/queries.
- AMFI Certification
- IRDA Certification
- NCFM Certification (Optional)
- Sales and Influencing Skills
- Banking Product & Process Knowledge
- Planning and Organizing Skills
- Good Communication skills
- Knowledge of Competition & Current trends in financial Industry.
- Minimum experience in years – 4 to 10 yr
- Exposure to banking preferable
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HDFC Bank Mumbai, Maharashtra, India**Group Company**: HDFC Bank Limited · **Designation**: Retail Branch Banking-Acquisition Sales Officer · **Position description**: · To ensure relationship management with corporate admin for lead generation & verifying authenticity of KYC documents · **Primary Responsibilities* ...
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OneInsure (Robinhood Insurance Broker Pvt Ltd Mumbai, IndiaInterested candidates can send us their CV at · Providing Financial Planning Tool to existing customers · Responsible for generating sales with existing customers. · Developing opportunities with existing customers & references · Reaching the targets and goals set for your profi ...
Current Account Relationship Manager-Branch Banking- Mumbai - Mintskill HR Solutions LLP
Description
Requirements
Educational Qualifications: Graduation/Post-GraduationCertifications:
Benefits
About Client:HDFC Bank Limited is an Indian banking and financial services company headquartered in Mumbai. It is India's largest private sector bank by assets and the world's 10th largest bank by market capitalisation as of April 2021
icaALOGO.OneInsure (Robinhood Insurance Broker Pvt Ltd))
Current Account Relationship Manager-Branch Banking- Mumbai professionals in Mumbai
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Rukhsar Bhullar
Operational Risk
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Rakesh Rathod
Having good experience in ITSM Agile project management with Change Manager rile
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vijayendra Sinha
Vice President Sales & Operations
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Chirag Shah
Associate Relationship manager in IDFC first bank
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Himanshu Mehta
Capital Market Reference Data
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Gouri Padam
Work smart untill perfect