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23/08 Diksha Singh
Lead - Principal Consultant at Novitiate

Views:98 Applications:36 Rec. Actions:Recruiter Actions:10

Affluent Client Acquisition Manager - BFSI (3-8 yrs)

Mumbai/Navi Mumbai Job Code: 1304925


Citi gold Private Client and Citi gold account acquisitions, Qualified Client growth along with deepening of Wallet through Investment / Insurance / FX penetration in the account.

Responsibilities :

- Identify and solicit new-to-bank Citi gold Private Clients and Citi gold accounts of HNI clients through internal and external channels.

- Assist the client in opening CPC / CG account, as per the client's preference.

- Early Engagement and Activation of accounts on Investments, Insurance and Forex.

- Keep abreast of the current economic environment and capital markets, so as to have meaningful discussions with Citi gold NTB prospects and optimize acquisition effectiveness.

- Optimize Cross Sell opportunities including credit cards, Mortgage and Business Lending

- Actively promote referrals from existing clients to generate a pipeline of prospects

- Smooth Conversation and conversion of the prospects/leads given by the Digital /Telesales Unit or other channels into funded CPC and CG accounts

- Optimize funded Citigold opportunities in listed Salary account relationship companies

- Ability to recognise business opportunities for acquiring new customers in the Affluent HNI space and formulate acquisition initiatives

- Spearheaded any micro-marketing events focused on NTB acquisition.

- Work with the product team, telemarketing to identify initiatives and products that will help acquire new customers for the Bank

- Provide complete and comprehensive information on products, services, charges etc. proactively to the customer and ensure the best onboarding service standards

- Understand customer needs, explore and educate customers on financial needs arising at various life stages

- Customer relationship deepening; maximise penetration across products, customer focused need based selling

- Ensure compliance and integrity of the sales process with respect to right selling, sourcing and documentation.

- Joint meetings with the Unit Head to be done regularly with call reporting tracking.

- Deliver consistent and best-in-class customer service

- Ensure updation of complete KYC details for the originated accounts

- Discipline in Trainings; Certifications; HR related timelines adherence

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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