Job Description:

Job Summary
Creates and conducts proposal presentations for the portfolio assigned.
Responsible to maintain cordial relationship with the corporate clients.
Drive revenue growth to the business with the existing and recent corporate customers.
Ensure knowledge about the market all times to upgrade and rise up to the occasion.
Ensure that individual targets are met, along with group targets.
Ensure productivity and cross-sell various products.
Focus on acquiring recent clients - identification of targets
Plan the client acquisition strategy.
Resolving customer queries and other service issues to maintain customer satisfaction and to meet client excellence.
Leveraging business from current and established client relationships.
Managing both assets and liabilities.

Key Responsibilities

Strategy
Meet the business objectives initiated by the respective country Retail Clients business
Customer focus need-based selling
Deepen customer relationship and maximize penetration




Fullfills corporate employees’ banking needs including payroll and other retail products.

Business
Achieve personal sales target
Segment focus, customer focus needs-based selling
Actively reducing Non- funding, Sales Error and Increase the Premium Sourcing.
Job requires generating referrals / cross-selling other products of the bank, such as investments, insurance, mortgages, credit cards ,personal loans etc All relevant internal and external certification to be completed prior to referring / selling wealth products.
Help Drive the Employee Banking one bank agenda

Processes
Operational quality - Errors free customer application & documentation
Responsive and responsible selling
Practice appropriate sales and marketing

Risk Management
Conduct CDD, MLP & TCF diligently
Zero tolerance – Fraud, Mis-selling
Attend training, acquire knowledge and apply to job function

Governance
Adhere to all policies, guidelines and procedures, comply with loc

📌 Scb Bank Pune
🏢 Acura Solution
📍 Pune