Job Description

Job Purpose

To deliver exceptional volume and revenue performance by acquiring andengagingwith Bank clients having an AUM INR 1 million through "need-basedapproach"and ensure client coverage and product penetration through cross-sell andup-sell

of Bank products and services. To manage & maintain the highest customer satisfaction and service levels throughpro-active client engagement & relationship management, coordinating internallywith Bank Service and Distribution and Product team

Key Accountabilities

Acquire and upgrade quality clients in the branch location areas to Treasures

segment. Engage with existing customers to deepen the wallet share through retentionandgrowth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as

agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card)and Savings Book growth

Ensure proper implementation & execution of product strategies througheffectiverelationship management. Develop the client trust and loyalty for entrenched relationship with throughlifestyle and beyond banking propositions

Ensure optimum product mix and new- to- product clients aimed at customerlevel profitability and enhancing client coverage.

Drive and deliver exemplary customer service in the local market and upholdBankservice standards. Ensure internal and regulatory compliance through strict adherence to Banksalesprocess, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate

workflows and processes incl. doorstep banking etc. Job Duties & responsibilities

Establish, manage and grow the AUM of mapped Client segment by acquiringandnurturing the client having AUM INR 1 M

Ensure complete knowledge of all products & services through continuous skill andknowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the Bankcustomer service policy. Coordinate and work closely with CBG colleagues, Service teams, Product specialistto ensure that team objectives are met through an environment that nurtures

harmony and collaboration through teamwork

Work closely with the Line Manager and City / Cluster Head to ensure

achievement of common team and Branch objectives. Ensure internal and regulatory compliance and address operational risks if any, e.g. Health & Safety standards, security of premises, AML / KYC and ongoing riskreviews. To exercise appropriate due diligence while on-boarding and engaging withclients.

As a primary banker for clients and as a prominent banking provider inIndia. Required Experience

Minimum 5 years of experience in in a reputed bank and proficient in bankingproducts. In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification wouldbeanadded advantage

Education / Preferred Qualifications

Any Graduate