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Tier-1 brand, metro location, and common sales title make competition high.
Premium banking sales requires domain and regulatory knowledge, limiting cross-industry transferability.
Banking product knowledge, KYC/AML compliance, and premium-client experience make shortlisting moderately strict.
Lead acquisition of new premium banking clients through open market lead generation and closing new savings accounts.
Manage customer onboarding and ensure smooth transition to branch banking teams for ongoing relationship management.
Drive portfolio growth by deepening customer relationships, cross-selling investment and insurance products, and enhancing fee income streams.
Experience in new-to-bank acquisition of savings accounts via open market lead generation and closure.
Proven skills in customer onboarding and relationship management in premium banking segments.
Demonstrated knowledge of banking products, policies, market updates, and competition.
Work Experience Required: Not explicitly mentioned in the JD.
Experienced in acquiring high net worth and premium banking clients with a focus on acquisition and retention.
Skilled in leveraging AI tools to optimize workflows and enhance productivity with ethical use of data.
Capable of managing risk and compliance adhering to KYC, AML, and policy guidelines in a regulated banking environment.