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Job Description
Structured overview of role & requirementsAbout This Role
Drive acquisition of new savings account customers from open market leads and existing customer referrals, ensuring smooth onboarding and transition to branch banking teams.
Collaborate with Advantage Banking teams to grow client portfolio through cross-selling and deepening customer relationships including investments, insurance, and loans.
Monitor and retain high net worth accounts through active service delivery, reactivation efforts, and adherence to compliance and risk management policies.
Minimum Requirements
Prior experience in new-to-bank acquisition of savings accounts using open market lead generation and closure.
Not explicitly mentioned in the JD: specific degree or educational qualification requirements.
Not explicitly mentioned in the JD: total work experience duration.
Not explicitly mentioned in the JD: notice period or location constraints beyond Pune, India.
Ideal Candidate Profile
Experienced in customer acquisition and onboarding within premium or advantage banking segments.
Strong knowledge of banking products, policies, market trends, and competitive landscape relevant to savings accounts and wealth management.
Operates with attention to compliance, risk management, and smooth customer transition processes in a regulated financial services environment.
