Associate Manager-Acquisition
Published date: 2024/01/10
- Location: Hyderabad, Telangana , India
The role entails direct customer interaction and is responsible for business acquisition of corporate Salary accounts for a designated branch. It will also entail explaining and selling banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers. The role bearer has a responsibility to support Sales Manager in catchment mapping, customer feedback and identifying and converting potential opportunities. The role bearer is responsible for driving client acquisition, deepening customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals.
Roles & Responsibilities:
Key / Primary Responsibilities of the Role - List the primary deliverables
Acquisition of NTB Corporate Salary account customers in the identified segment and reference generation from the specified catchment area Ensure acquisition of high quality corporate salary accounts in terms of product mix, segments and constitution mix Proactive registration, account activation and 3 month funding for incentive gating Engage customers with multiple products at the time of account Opening (viz: Mobile banking / Net banking registration / RD- FD activation) Meet and exceed the defined targets of new customer acquisitions month on month by analysing transaction banking needs of the customer Assist and support the Sales Manager in catchment mapping and scoping exercise Provide regular feedback to SM / RM on opportunities and customer needs Ensure adherence to selling norms, account opening formalities and KYC norms Ensure strict compliance with internal guidelines and external regulations Ensure quality sourcing in line with the Bank's policy Preparation of wish list of customers through promotion activities Generating leads for family accounts and other cross sell products Proactive resolution of customer queries
Secondary Responsibilities - List the deliverables other than primary, but essential for the role
High degree of market awareness and understanding of customer's needs Collaborate with other branch departments and functions to provide products and service offerings to the customer to ensure customer centricity
Key Success Metrics
Revenue, Customer Acquisition targets, Cross Sell
Education Qualifications:
Graduate - Any discipline
Part Time / Full Time - Full Time
Experience:
Minimum Number of Years - 0-4 years
Industry – BFSI
Functional Area – Sales
Level / Capacity - Junior Management
Roles & Responsibilities:
Key / Primary Responsibilities of the Role - List the primary deliverables
Acquisition of NTB Corporate Salary account customers in the identified segment and reference generation from the specified catchment area Ensure acquisition of high quality corporate salary accounts in terms of product mix, segments and constitution mix Proactive registration, account activation and 3 month funding for incentive gating Engage customers with multiple products at the time of account Opening (viz: Mobile banking / Net banking registration / RD- FD activation) Meet and exceed the defined targets of new customer acquisitions month on month by analysing transaction banking needs of the customer Assist and support the Sales Manager in catchment mapping and scoping exercise Provide regular feedback to SM / RM on opportunities and customer needs Ensure adherence to selling norms, account opening formalities and KYC norms Ensure strict compliance with internal guidelines and external regulations Ensure quality sourcing in line with the Bank's policy Preparation of wish list of customers through promotion activities Generating leads for family accounts and other cross sell products Proactive resolution of customer queries
Secondary Responsibilities - List the deliverables other than primary, but essential for the role
High degree of market awareness and understanding of customer's needs Collaborate with other branch departments and functions to provide products and service offerings to the customer to ensure customer centricity
Key Success Metrics
Revenue, Customer Acquisition targets, Cross Sell
Education Qualifications:
Graduate - Any discipline
Part Time / Full Time - Full Time
Experience:
Minimum Number of Years - 0-4 years
Industry – BFSI
Functional Area – Sales
Level / Capacity - Junior Management
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