Core Responsibilities (Scorecard deliverable) Responsible for catchment scoping , identification of high- value segments & creating opportunities for Acquisition Manager- SME Driving CA acquisition in the branch along with TFX/CMS Led focused acquisition strategy Driving the team for over-achievement of sales target & campaigns/contest within the bank Working very closely with Asst.
Branch
Manager &
- Product Specialists in seamless onboarding handholding & sales within the portfolio of NTB clients Strategic/ Managerial Responsibilities To manage a team responsible for acquiring new YFB Product/program CA customer in the identified segment To assist the Acquisition Manager- SME in catchment mapping & scoping exercise and provide regular feedback to branch leadership on opportunities / customer needs / competition benchmarking To cross sell credit and banking products to eligible customers To help the team over-achieving the assigned targets and earning incentives To understand and maintain details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks. To be able to position our value proposition linking benefits to the customer’s key business requirement / issues Should be a team player and be able to work in cross-functional setting Risk and Internal Controls To follow the risk policies and processes prescribed within the bank for operational, regulatory, financial, informational, reputational and audit risks Ensuring the processes are understood & the same is carried out in regular functioning To adhere to sales process &
- KYC norms of the bank SECTION IV:
KEY INTERACTIONS Key Internal Interactions Purpose of Interaction JD- Premier Acquisition Leader - Business Channel Partners Coordinate with product and programs teams to drive channel activities and initiatives for the branch To help execute & maximize the sales opportunity generated through central campaigns Key Stakeholders To engage with NOC, CSD, BSD, Service team for better servicing experience to clients To engage with Product Sales specialists (PSMs) for X-sell opportunities in NTB relationships SECTION V: KNOWLEDGE &
EXPERIENCE KNOWLEDGEMinimum Qualifications A post-graduate from recognized university/ B-School Certifications like IRDA, CTF, NISM are preferred He should have understanding of basic MS office & other basic software Language Skills He should be able to write and speak in English EXPERIENCE Years of Experience A minimum of 3-5 years of banking experience/relevant experience in relationship management Experience in managing Liability HNI relationships &
- Trade &
- Forex products Required Skill-sets Good presentation skills with ability to work under stringent time lines Demonstrated track record of managing portfolio of high value customers High impact communication skills to effectively engage affluent consumers Strong inter-personal skillsSECTION IV: KEY INTERACTIONS Key Internal Interactions Purpose of Interaction Brb Corporate Office Team Liase with all key Brb Product, Program, Retail Assets, SBB, EBB and CBB teams at HO to close key deliverablesAcquisition & Product Sales Liase with CBL Acquisition in ensuring that NTB SA and CA targets for the cluster are met BDTS &
- INM Ensure all infrastructure needs and issues are addressedHCM Partner to fulfill manpower needs and manage people issues effectivelyNOC Coordinate for closure of any backend operational issuesKey External Interactions Purpose of Interaction Prospective YBL Customers Present the organization in a professional and positive manner to generate interest and capture mindshare Existing Customers Engage and address requirements of Key YBL Accountholders