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Tier-1 brand, mid-level sales role in metro with broad acquisition and cross-sell responsibilities.
Banking product knowledge (CASA, trade, forex) makes industry experience highly important.
Explicit 5-8 years, banking experience and CA/MBA requirement enforce stringent shortlisting.
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Acquire new-to-bank (NTB) clients focusing on asset and liability products to expand the client portfolio rapidly.
Manage and grow an existing portfolio, increasing SOH (savings on hand) and CASA (current account savings account) balances.
Deliver revenue across multiple products while ensuring account profitability, fee income generation, compliance, and minimal delinquency.
Bachelor's degree such as CA or MBA in Finance/Marketing is mandatory.
5-8 years of relevant banking experience required.
Experience in selling Trade, Forex, CMS, Salary Accounts, Privy, and Wealth Banking solutions preferred.
Must ensure compliance with bank’s audits, statutory and regulatory requirements.
Experienced in mid-market banking with proven skills in both client acquisition and portfolio growth.
Strong cross-selling ability across diverse financial products including trade, forex, and wealth management solutions.
Capable of coordinating with product and operations teams to maintain high customer service standards and account profitability.