Associate Manager-Acquisition (CA/SA)

Leading Private Bank


Relationship Manager | Business Banking
Leading Private Bank • Mumbai, Maharashtra • via Workassist.in
₹18L a year
Full–time
No Degree Mentioned
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Job description
• Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.
• Ensures high levels of customer service orientation and application of bank policy .
• Cross sells existing bank products to customers.
• Informs customers of new products or product enhancements to further 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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IDFC FIRST Bank


Associate Manager-Acquisition (CA/SA)
IDFC FIRST Bank • Mumbai, Maharashtra • via Career At IDFC First Bank
6 days ago
Full–time
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Job description
Job Requirements

Role/ Job Title: Associate Manager-Acquisition (CA/ SA)

Function/ Department: Branch Banking

Job Purpose:

Role entails acquiring new customers for the bank's savings accounts. The role involves identifying potential customers, contacting them through various channels, explaining the benefits and features of the savings products, and closing the sales. Also to ensures that the customers are satisfied with the bank's services and maintains a long-term relationship with them.

Roles Responsibilities:
• Acquisition of savings account in the identified segment and reference generation from the specified catchment area
• Ensuring high quality of customer acquisition in terms of constitution, product and segment mix
• On-boarding and activating customers on digital platforms
• Assist Senior Sales Manager in catchment mapping and branch scoping exercises
• Provide regular feedbacks to Senior Sales Manager and Branch Manager on customer requirements and potential opportunities
• Ensuring adherence to sales compliance and SOPs defined by the organization
• Quality sourcing and ensuring strict compliance on internal and external guidelines and regulations
• Regularly conducting activities in the catchment to acquire good quality, HNI customers and build a strong visibilty for IDFC First Bank
• Working on key central Initiatives and seeking regular referrals from existing customers
• Collaborating with other team members and support functions to provide products and service offerings to customers

Education Qualification:

Graduation: Bachelor’s in Engineering / Technology / Maths / Commerce / Arts / Science / Biology / Business / Computers / Management

Experience: 0 to 2 years of relevant experience Read more