Business Acquisition Acquires new CA customers in the identified segment and reference generation from the specified catchment Maintaining good relationship with the customers through regular connects and prompt redressal of any queries / grievances Assists the Business Relationship Leader in catchment mapping & scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarking Ensures proactive registration & activation of acquired customers to direct banking channels Achieves and strives to exceed the defined targets of new customer acquisition month on month by analyzing transaction banking needs of the customersQuality Focus Ensures compliance towards KYC and all operational risk parameters and with Bank’s policies and processes Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns Ensures safety and security of Bank and customer's assets Ensures timely submission of MIS reports to relevant stakeholders Ensures sourcing of quality current accounts in terms of product mix, segments and constitution mix Abides strictly with the selling norms defined by the organization and adherence to guidelines by internal & external regulators Self-
Management Responsibilities Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year.
Takes ownership of his / her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training.
Confidential Page 42 of 130 Understands the competencies relevant to his / her role, and works towards displaying as well as developing these effectively.
Keeps abreast of relevant professional / industry developments, new techniques and current issues through continued education and professional networks.
Risk and Internal Control Responsibilities Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager.
Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.
KNOWLEDGE Minimum Qualifications Bachelor’s degree in any discipline Professional Certifications AMFI / NCFM / NISM / IRDA / JAIIB / CAIIB & such relevant certifications will be an added advantage.
Language Skills Written and spoken English is essential EXPERIENCE Years of Experience A minimum of 2 years of relevant experience with at least 1 year in a similar roleNature of Experience Prior experience of B2B sales