Responsible for acquisition of Premium Customers (defined as Burgundy Private, Burgundy and Priority). Performance to be bench marked against both Numbers and as well as values.Responsible for ensuring the NTB accounts sourced during the year maintain True Value relationship.Responsible for early cross sell to newly acquired Customers, thus ensuring that there is PPC expansion leading to higher wallet share of customer. Aim is to become Primary Bank for the customers so acquired.Responsible to co-own the relationships for first three-month post account opening, while also ensuring that a defined SOP is followed to handover the customer to mapped Relationship Manager for further nurturing.Ensuring that there is a revenue generation by way of Cross Sell IPG as well as OCS.Ensure that the leads, if coming from any other LG Channel i.e., BROs, non-BB Channels etc. are actioned upon with in the first 24 hours of lead assignment, making sure that there is a healthy LCR.Be a mentor to the Sales Executives in the mapped SOL IDs to see an increase in the premium mix of accounts sourced by the SEs.Work extensively with the Sales Manager of the Branch to explore the opportunities available in the MSD.JD BDM : Key Responsibilities
- Identify sales opportunities for corporate salary accounts by building new relationships with corporates
- Manage business relations with existing corporate customers to increase the depth of existing relationships
- Achieve sales targets as assigned by the organization on a monthly basis
- Conduct market enhancement activities within the corporates to enhance the business
- Record and track all engagement activities through the CRM system
- Comply with KYC / SEBI rules, regulations, and legislation governing the financial services industry
- Manage key existing relationships to maintain customer satisfaction and affiliation
- Responsible for increasing the market share of the products in the region
Skills Required
Cross Selling, Branch Banking, Kyc