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Nationality
Any Nationality
Gender
Not Mentioned
Vacancy
1 Vacancy
Job Description
Roles & Responsibilities
Relationship Management
Building and maintaining strong relationships HNI clients
Understanding client needs and offering suitable liability products (CASA, FDs, payroll, etc.)
Sales & Business Development
Independently acquiring new liability customers through calling & references.
Achieving monthly and quarterly targets for deposits and product cross-selling
Generating leads for third-party products (insurance, mutual funds, etc.)
Product Expertise
In-depth knowledge of liability products Savings & Current Accounts, Fixed Deposits, Salary Accounts
Ability to explain product features, benefits, and processes to customers clearly
Operational & Compliance Know-How
Ensuring 100% compliance with KYC, AML, and regulatory guidelines
Accurately completing all documentation and account opening procedures
Coordinating with operations for smooth processing of client requests
Customer Service & Problem Solving
Handling client queries, service requests, and grievances independently
Providing personalized banking experience and timely resolutions
Digital Banking & Tech-Savvy
Promoting and educating customers on digital platforms like mobile banking, net banking, etc.
Using CRM tools and core banking systems to track and manage customer portfolios
Self-Motivation & Target Focus
Strong drive to meet personal sales goals without supervision
Ability to manage time, prioritize tasks, and stay organized under pressure
Company Industry
- Banking
- Financial Services
- Broking
Department / Functional Area
- Sales
- Business Development
Keywords
- Assistant Manager - Priority Banking Acquisition
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