Job Description:

Job Role

Relationship Management
- Build and deepen relationships with existing Prime Customers to achieve increase in share of wallet and revenues.
- 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 and psychographics and assets in the Bank and in other places.
- Serve as the one-point contact to the high affluent net worth customers of the bank.

Sales
- Generate new business to achieve defined targets in terms of no. of customers, volumes and revenue for the segment.
- Achieve the targets set in terms of product mix.
- Induction of all current customers brought in by Self, Branches and Direct Sales team.
- Achieve “best in class” productivity to maximize the efficacy of the sales process.
- Achieve the budgeted cross sell targets.
- Aggressive Sales call plans to acquire large prospective customers through referrals.




- Ensure coverage of customer base in accordance with the approved contact plans.
- Coordinate customer events for the cluster along with the product team.
- Sales MIS
- Update and maintain all Sales MIS (Calls, Prospects, Attritions, Business done, etc).
- Maintain and update customer information on WMS.

Service
- NPS and Customer Management
- Ensure that NPS is at least in second quartile as compared to peers.
- Use the online CMP system diligently and achieve > 75% of their require customer contact each month.

Risk Management and Compliance
- Ensure full awareness of all policies and procedures issued in relation to money laundering prevention and KYC.
- Ensure compliance with the above policies on an ongoing basis and reported any suspicious transaction immediately to the supervising officer.
- Ensure full awareness of all policies relating to operational risk, sales processes, mis selling, etc. and comply w

📌 SCB Bank (Kolkata)
🏢 Acura Solution
📍 Kolkata