Elite Banker-Household-Outbound_BRANCH BANKING_0468_4253_1013505

Elite Banker Outbound (HH)

Job Purpose

The Elite Banker Outbound will be responsible for acquiring, engaging, and managing High-Net-Worth (HNW) and Affluent customers through outbound sales activities. The role focuses on portfolio growth, customer relationship management, liability acquisition, investment product penetration, and delivering a superior banking experience.

Key Responsibilities

• Generate and acquire new Elite Banking customers through outbound calling, referrals, and market sourcing.
• Build and manage a portfolio of High-Net-Worth (HNW) and Affluent customers.
• Drive acquisition of CASA, Term Deposits, Wealth, Insurance, and Investment products.
• Conduct regular customer meetings to understand financial needs and provide suitable banking solutions.
• Achieve monthly and quarterly targets related to:
  • New-to-Bank (NTB) customer acquisition
  • Liabilities growth
  • Wealth and third-party product sales
  • Revenue generation
• Cross-sell banking products including:
  • Mutual Funds
  • Insurance
  • Fixed Deposits
  • Demat & Trading Accounts
  • Loans against Assets
• Ensure high customer engagement and portfolio deepening.
• Maintain strong knowledge of financial markets, investment products, and banking regulations.
• Adhere to compliance, audit, and risk management guidelines.
• Provide prompt service support and resolve customer queries effectively.

Eligibility Criteria

Educational Qualification

• Graduate in any discipline.
• MBA/PGDM preferred.

Experience

• 2-6 years of experience in:
  • Retail Banking
  • Wealth Management
  • Elite/Preferred/Priority Banking
  • Financial Services Sales
• Experience in handling HNI/Affluent customers preferred.

Required Skills

• Strong sales and relationship management skills.
• Excellent communication and presentation abilities.
• Customer-centric approach with strong negotiation skills.
• Understanding of wealth products and investment solutions.
• Ability to work in a target-driven environment.
• Good networking and client acquisition capabilities.