Role Responsibilities
Strategy
Meet the business objectives initiated by the respective country Priority Clients business
Customer focused need-based selling
Deepen customer relationship and maximize penetration
Business
Achieve personal sales target
Segment focus, customer focussed needs-based selling
Being a Business Clients Acquisition Executive, focus has to be on acquiring new HVS customer relationship and fulfilling needs with respect to Assets, Liabilites, Insurance and Investment for such customers as mandated by the Bank. It will also involving deepening these relationships by cross-selling various product
Processes
Operational quality - Error free customer application & documentation
Responsive and responsible selling
People and Talent
r Must be a graduate. MBA's would be an advantage
r Candidates having Sales experience of at-least 1 year in the Retail Banking Industry; especially Home Loans, Wealth and Savings Accounts would be preferred
r Candidate having AMFI, IRDA (and other relevant certification) certification will be preferred
r Good knowledge of the selected market and customer segments would be an advantage
r Strong communication and negotiation skills with the ability to influence outcomes
r Strong inter-personal skills, which encourages and promotes enthusiasm and team spirit
Risk Management
Conduct CDD, MLP & TCF diligently
Zero tolerance - Fraud, Mis-selling
Attend training, acquire knowledge and apply to job function
Adhere to all policies, guidelines and procedures, comply with local regulatory requirements
Governance
To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager
Regulatory & Business Conduct
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