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| Job Location | Delhi |
| Education | Not Mentioned |
| Salary | Not Disclosed |
| Industry | Management Consulting / Strategy |
| Functional Area | Sales / BD |
| EmploymentType | Full-time |
Core Responsibilities (Scorecard deliverable) Responsible for managing CASA value-growth Generating fee income from Trade Forex, Retail Banking Business Banking relationships Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker) Acquiring the high-value CASA relationships from within the group Increasing the Customer to Group (CTG) Product to Group (PTG) ratio in the book Strategic/ Managerial ResponsibilitiesDeepening Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition other products Superlative client servicing standards rigor in managing the relationship Thorough understanding of transactional and commercial banking products Drive superior product process for sales and service to premier CA client, along with necessary feedback to Program Team for enhanced product development Seek references from existing clients to generate prospect list for New to Bank acquisition To provide a differential customer experience that supports our YFB value proposition also ensure maintenance of minimum YFB threshold and retention of business customer To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs OPDT and family SA To understand and maintain details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks. 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 environment Risk and Internal ControlsTo 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 bankGood presentation skills with ability to work under stringent time lines Demonstrated track record of managing portfolio of high value customers Strong strategic, analytical, communication and negotiation skills High impact communication skills to effectively engage affluent consumers Strong inter-personal skills Superior service skills/ client first approach resulting in strong customer loyalty Active listening skills and troubleshooting abilities / problem solving approach,
Keyskills :
ealth management cross selling client servicing commercial banking business banking negotiation skills problem solving sales process customer loyalty working capital retail banking