Team Leader - Sales - Current Account & Trade Forex Domain - Banking

Team Leader in Current account & Trade Forex

- Team handling in Trade Forex and current account

- Drive Liabilities Sales through NTB acquisition of Liabilities clients for operating accounts, term deposits and other transaction banking products in line with the targets set out.

- Build and maintain good relationships with partners to ensure regular flow of good quality prospects for acquisition

- Go extra mile to service prospects and customers to ensure good relationships and impression of SME Bank

- Be an avid advocate of SME Banking and be very well versed in our positioning, competitive advantage and be able to recommend the right solutions based on customers' needs

- Acquire new to bank SME customers by providing corporate banking solutions while maintaining high service standards.

- Maintain complete customer profile including the risk profile, demographics and assets in the bank.

- Enrich relationships and garner higher wallet share through customer engagement activities and increase customer stickiness by offering corporate banking products like Tax payment, Internet Banking, trade products, CMS etc.

- Deepen the existing relationships by providing them Corporate solutions like Trade & Forex, CMS & SME Loans.

- Identify potential customers who can be sold tailored products to enhance product penetration.

- Acquire new customers by converting referral leads.

- Achieve targets as assigned by the organization on a monthly basis.

- Record and track all engagement activities through the CRM system.

- Coordinate with Service Team to resolve any issue raised by the client.

- Comply with KYC/SEBI rules, regulations, and legislation governing the Bank.