Walk In Drive For Premium Acquisition Manager & Elite Banker Outbound

Role & responsibilities

• Acquire new Premium and Affluent Banking customers through outbound sales activities.
• Source High Net Worth (HNI) and mass affluent customers through market mapping and networking.
• Drive CASA acquisition and liability business growth.
• Build and manage a strong pipeline of prospective customers.
• Achieve monthly customer acquisition, revenue, and portfolio growth targets.
• Cross-sell banking products including Mutual Funds, Insurance, Fixed Deposits, Credit Cards, and Loans.
• Generate Assets Under Management (AUM) through investment and wealth products.
• Develop and maintain long-term relationships with premium customers.
• Conduct financial need analysis and recommend suitable banking solutions.
• Increase customer wallet share through relationship deepening initiatives.
• Ensure timely onboarding and activation of newly acquired customers.
• Conduct customer meetings, events, and acquisition campaigns to generate business opportunities.
• Collaborate with Branch Banking, Wealth, and Product teams to maximize business outcomes.
• Regularly review customer portfolios and identify up-selling opportunities.
• Deliver superior customer service and resolve customer queries promptly.
• Maintain high levels of customer satisfaction, retention, and engagement.
• Adhere to KYC, AML, and regulatory compliance requirements.
• Ensure accurate documentation and process completion as per bank guidelines.
• Maintain data confidentiality and follow ethical sales practices.
• Track competitor activities and identify market opportunities.
• Utilize digital banking platforms and CRM tools for lead management and customer engagement.
• Contribute towards branch profitability and business growth objectives.

Preferred candidate profile

• 2-4 years of experience in Banking, Financial Services, Wealth Management, or Premium Banking Sales.
• Proven track record in customer acquisition and revenue generation.
• Experience in Premium Banking, Privilege Banking, Burgundy, Imperia, Preferred Banking, or Wealth Acquisition roles.
• Strong local market knowledge and affluent customer network.
• Certified in Mutual Funds (NISM) and Insurance distribution will be an added advantage.