Key Roles & Responsibilities
Focus on the analysis and satisfaction of Priority Customers’ financial as well as investment needs and objectives.
Provide the face of the Bank to the high net worth customers of the Bank.
Products involved are: IS/BA/FX, NTB A/c, Liability products and any new launches.
Generate new business to achieve defined targets in terms of no. of customers, volumes and revenue.
Achieve the Targets set in terms of product mix, active/ passive ratio, liability targets, no. of transactions.
Induction of all (NTB) new customers brought in by the Branches & Direct Sales team.
Achieve “best in class” productivity in order to maximize the efficacy of the sales process.
Achieve the budgeted cross sell targets, consistency and penetration.
Aggressive Sales call plans to acquire large prospective customers through referrals.
Ensure coverage of customer base in accordance with the approved contact plans.
Update & maintain all Sales MIS (Calls, Prospects, Attritions, Business Done, etc.)
Maintain and update customer information on C Manager. Accurate and timely generation of reports.
Activation of dormant accounts.
Constantly updated product and process knowledge by successfully attending Tests/ Quizzes/ Certifications.
Customer Relationship Building :
Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues.
Effectively meeting customer expectations and handling/ reduction of customer complaints.
Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
Manage the portfolio to de-risk against attrition and achieve stability of book.
Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.
Serve as the one-point contact to the High Net Worth customers of the Bank.