Company: Bank
Location: Mumbai, Maharashtra, India
Employment Type: Full-time
Description:
Position Purpose
Related business – Diplomatic Segment
Kindly Share – CV Contact Person : Divya 022 40697705 , [email protected]
Acquisition of new business entity customers & creating CASA book through references generated through diplomatic missions / diplomats.
1
Work closely with Diplomatic RM’s on leads to Acquire New-to-Bank business banking accounts with focus on Premium CA, CMS products (POS, QR, IPG, API), TFX, SA, Working Capital Finance and Retail Assets.
• Develop new high net-worth customer relationships for retail liabilities & assets,
• Ensure quality of sourcing by acquiring Potential Insignia Clients.
Build a strong portfolio of PCA, EXIM clients with focus on client profitability.
• Enrich relationships and garner higher wallet share through customer engagement activities and increase customer stickiness by providing corporate banking products like Tax payment, Internet banking, Trade products, CMS etc
• Acquiring and managing both business individual… (resident and NRI) clients
• Increase product penetration and exit barriers, by cross- selling more number of products per client
• Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency.
• Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions.
• Work in close coordination with Client Experience Manager’s to deliver superior service to clients.
Responsible for achieving the allocated targets pertaining to CA productivity and fee income through Trade & Fx, Debit cards and CMS.
Ownership of self-acquired product portfolio, pricing, revenues (including fee)
Maintain working knowledge of the local market, its trends, its potential, competitors, premiere service providers etc.
Act in accordance with all regulatory, compliance and KYC policies (both internal and external)
• Ensuring adherence to Compliance processes and guidelines.
• Reduce rejection rates and improve quality of documentation.
• Ensuring 360° client engagement – “Total Client Ownership”.
Qualifications and Experience Requirement
Qualifications
Minimum
Graduate / MBA
Preferred
MBA/ Postgraduate
Experiences
Essential
Good understanding of CA, Trade & Forex, CMS and Asset products – CC, OD, TL, Export Finance
Self-starter, Understanding of financial markets and economic trends, excellent communication and interpersonal skills.
Ability to manage complex client requirements.
Minimum 3 years’ experience in Current account Acquisition, Product & Processes, Trade & Forex & other current account related products
Source: LinkedIn
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