Job Description

You will acquire new-to-bank clients with AUM of at least INR 1 million through a need-based approach, while growing existing client relationships. You will build an acquisition pipeline through self-sourcing, referrals, walk-ins and local prospecting, cross-sell and up-sell products, activate e-channels, resolve customer queries within agreed timelines and ensure compliance including AML and KYC. You will work closely with branch, service and product teams to meet targets.

Responsibilities

Acquire and upgrade quality new-to-bank clients, especially affluent clients into the Treasures segment
Build an acquisition pipeline through self-sourcing, referrals, walk-ins, local prospecting and community engagement
Deepen wallet share and grow AUM of existing customers
Achieve monthly and annual volume and revenue objectives
Ensure activation of e-channels and savings book growth
Cross-sell and up-sell products to improve product