Affluent Client Acquisition Manager

Responsibilities : Citigold Private Client and Citigold 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 Citigold Private Client and Citigold 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 current economic environment and capital markets, so as to have meaningful discussions with Citigold 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 /Tele sales Unit or other channels into funded CPC and CG accounts

- Optimize funded Citigold opportunity in listed Salary account relationship companies

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

- Spearhead 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 best on-boarding service standards

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

- Customer relationship deepening; maximize 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

Qualifications :

- 5 to 8 Years Experience preferably in the financial services industry

- Either prior experience of acquiring high-net-worth clients (Priority Banking / SME Banking) or prior experience in investment products, such as, Mutual Funds, Insurance, equity, fixed-income (bonds) will be preferred.

- Other Industry relevant sales experience such as real estate / Assets experience can be considered

- Tertiary degree or equivalent

Education : MBA

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