Walk In Drive For Premium Acquisition Manager & PB Inbound

Role & Responsibilities

• Acquire new customers and deepen relationships with existing customers by offering suitable banking and financial solutions.
• Handle inbound customer interactions, understand customer needs, and provide prompt resolution to service-related queries.
• Promote and cross-sell bank products such as Savings Accounts, Current Accounts, Fixed Deposits, Credit Cards, Loans, Insurance, and Investment products.
• Source and onboard premium customers through referrals, networking, and lead-generation activities.
• Build and maintain strong customer relationships to enhance customer satisfaction, retention, and portfolio growth.
• Achieve assigned business targets related to customer acquisition, CASA, cross-sell, revenue generation, and product penetration.
• Conduct customer profiling and recommend personalized banking, wealth, and investment solutions.
• Ensure compliance with KYC, AML, and all regulatory and internal bank policies.
• Coordinate with internal teams to ensure seamless onboarding and servicing of customers.

Preferred Candidate Profile

• Graduate/Postgraduate in any discipline (MBA preferred for Premium Acquisition Manager role).
• 1-8 years of experience in Banking, Financial Services, Sales, Relationship Management, or Customer Service.
• Strong communication, interpersonal, and relationship-building skills.
• Sound knowledge of banking products, wealth solutions, investments, and insurance products.
• Proven ability to achieve sales and acquisition targets in a target-driven environment.
• Customer-focused with strong problem-solving and negotiation skills.
• Self-motivated, result-oriented, and capable of working independently.
• Proficiency in MS Office and banking applications.