Sales Manager CASA

Your key responsibilities

Acquisition

• Increase acquisition of Target clientele across in Advantage Banking segments. Periodically assist Advantage Banking in conducting approved local level sales drive (micro events) for the acquisition.
• Acquire new accounts from group companies / family of existing customers.
• Acquire new accounts from referrals from existing customers.
  

Relationship Building / Deepening / Cross Sell / Transition

• Ensure consistent growth of the Advantage Banking portfolio.
• Work closely with the Advantage Banking and team and establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book.
• Build a robust momentum regarding the third-party distribution (insurance, auto loans, mortgages) and fee income to scale up the client portfolio growth, in line with the set targets.
• Implement customer contact programs to ensure his share of wallet with the bank increases.
• Ensure smooth transition of customer management to the respective RM post-acquisition
  

Retention

• Ensure top-class service delivery to clients to be in line with the best in the industry.
• Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances.
• Work towards reactivating accounts which have stopped transacting or depleted in balances.
• Assist in resolving service hurdles to create a delight situation for customers
  

Risk Management & Governance

• Ensure awareness and adherence with the Know Your Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk, Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time.
• Provide regular feedback on the changing customer needs to the SSM.
• Any suspicious transaction to be immediately reported to the SSM.

Your skills and experience

• In-depth knowledge of Product and Policy
• Having Good Communication skill
• Having good negotiation skill
• Have and understood the market update and knowledge.

Having awareness and information about the competition