26 Oct
|
equitas small finance bank
|
Bengaluru
26 Oct
equitas small finance bank
Bengaluru
Company Description Equitas Small Finance Bank is a community-focused financial institution dedicated to enabling individuals, families, businesses, and communities in achieving their financial goals through seamless banking services. The bank is an active member of the communities where it operates and is committed to being a responsible neighbor and a strong philanthropic partner. Equitas emphasizes fairness and transparency as core values, shaping how banking is imagined, delivered, and experienced.
The organization maintains a legacy of giving back to society while driving inclusive growth and customer-centric innovation.
Role Description The Premium Acquisition Manager is responsible for identifying, acquiring, and onboarding premium banking customers, with a focus on growing high-value relationships and deposits. This is a full-time, on-site role based in Bengaluru, involving regular client meetings, presentations, and relationship-building activities. Day-to-day tasks include prospecting through various channels, understanding client needs, offering suitable premium banking products, and ensuring a smooth end-to-end onboarding experience.
The role also requires close collaboration with internal teams to resolve service issues, track portfolio performance, and ensure high levels of customer satisfaction and retention.
The Premium Acquisition
Manager will maintain accurate records in CRM tools, prepare periodic reports on acquisition metrics, and adhere to regulatory and internal compliance standards.
Qualifications
- Strong sales and business development skills, including prospecting, negotiation, and closing high-value customer relationships.
- Experience in retail or premium banking products, with the ability to understand and match customer needs to appropriate financial solutions.
- Excellent communication and interpersonal skills, with the ability to build trust and long-term client relationships.
- Solid customer service orientation, including problem-solving abilities and a commitment to delivering high-quality client experiences.
- Proficiency in using CRM systems and basic office productivity tools (e.g., spreadsheets, presentations, email).
- Robust analytical and reporting skills to track acquisition performance, customer portfolio trends, and market opportunities.
- Bachelor’s degree in Business, Finance, Commerce, or a related field; an MBA or relevant postgraduate qualification is an advantage.
- Prior experience in premium customer acquisition or wealth / affluent banking segments in Bengaluru or similar markets is preferred.
📌 Premium Acquisition Manager (Bengaluru)
🏢 equitas small finance bank
📍 Bengaluru