Team Leader
Published date: 2024/01/10
- Location: Bhilwara, bhilwara, India
Acquisition Team Leader
Level: M2 / M3 (in exceptional cases)
Department: Retail Liabilities
Location: Across India
Reporting Relationship: Branch Manager
Job Roleand Responsibilities
Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.
Sources new bank customers through external individual efforts and acquisition channel.
Cross sells bank products to existing set of Branch customers which are mapped.
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.
JOB REQUIREMENTS
Skills/Knowledge prerequisites
Customer orientation, High energy and drive AMFI / IRDA certified is preferred
Educational Qualifications
Graduates / Post Graduates
Experience Profile
Graduates/Post Graduates with 3-5 years’ experience with relevant sales team
Level: M2 / M3 (in exceptional cases)
Department: Retail Liabilities
Location: Across India
Reporting Relationship: Branch Manager
Job Roleand Responsibilities
Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.
Sources new bank customers through external individual efforts and acquisition channel.
Cross sells bank products to existing set of Branch customers which are mapped.
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.
JOB REQUIREMENTS
Skills/Knowledge prerequisites
Customer orientation, High energy and drive AMFI / IRDA certified is preferred
Educational Qualifications
Graduates / Post Graduates
Experience Profile
Graduates/Post Graduates with 3-5 years’ experience with relevant sales team
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