About the role
§ share of the high value segment through a superior customer experience
§ To ensure high value enhancement through acquisition & deepening in the mapped portfolio
§ To Provide a differentiated customer experience that supports our YFB value proposition
§ Execute integrated sales, service and relationship strategies to support growth and retention of business customers.
§ To recognize and understand a client's global banking needs in order to provide holistic financial solutions in collaboration with the PSM
§ To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA
§ To ensure on boarding, M+1 activation, Value build up & AQB maintenance of accounts acquired
§ To Master referral opportunities to grow portfolio. Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
§ To ensure catchment mapping & scoping for the CA business along with BBL & prepare a wish list of potential high value customers from each identified segment in the catchment
§ To monitor customer profile, understand customer’s business needs & provide appropriate product / pricing solution.
§ To Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools
§ To ensure proactive migration of portfolio customers to direct banking channels esp. Net Banking
§ To maintain continuous customer engagement with all customers sourced by self through customer visits & proactively resolve customer issues/queries
§ To provide regular inputs to product team on opportunities & segmentation, product features & quality of portfolio acquired along with competition benchmarking
§ To develop and continuously upgrade new innovative sales channels & techniques to maximize productivity
§ To derive insights to Competitor Sales activities and effectively counter the efforts
To Adhere to sales process & KYC Norms of the bank