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Tier-1 bank, popular mid-level branch sales role in metro with broad requirements increases competition.
Role demands banking-specific product knowledge and regulatory experience, limiting cross-industry transferability.
Mandatory banking experience and graduate requirement with KYC/AML knowledge enforce moderate shortlisting strictness.
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Primarily accountable for acquiring new-to-bank clients with assets under management (AUM) ≥ INR 1 million and growing existing client relationships through cross-selling and up-selling DBS products.
Responsible for building and executing acquisition pipelines via self-sourcing, referrals, local market prospecting, and collaboration with internal teams to meet monthly and annual volume and revenue targets.
Ensure high customer satisfaction and compliance with regulatory and internal guidelines while delivering superior service, including activation of digital channels and implementation of product strategies.
Minimum 2 years of experience in a reputed bank with proficiency in banking products.
Graduate (10+2+3) mandatory; MBA preferred but not mandatory.
Knowledge of RBI banking and para-banking guidelines, KYC requirements, and Anti-Money Laundering policies.
Location: Raja Rajeshwari Nagar; Additional certifications like AMFI, IRDAI, FEDAI, BCSBI are advantages but not mandatory.
Experienced in acquiring and managing high-net-worth clients (AUM ≥ INR 1 million) with capability to develop and deepen client wallet share in a competitive local market.
Strong relationship management and influencing skills with proven results in meeting volume and revenue targets under pressure.
Ability to collaborate effectively with cross-functional teams (Branch Manager, Product specialists, Operations) to drive client acquisition and retention.