Job Description

Job Purpose - To acquire New-to-bank (NTB) customers to scale our liabilities portfolio
Responsibilities:

  • Actively source for prospects via cold calling, personal network and partners/channels’ network.
  • Drive Liabilities Sales through NTB acquisition of Liabilities clients for operating accounts,term deposits and other transaction banking products in line with the targets set out.
  • Be an avid advocate of our Banking and be very well versed in our positioning, competitive advantage and be able to recommend the right solutions based on customers’ needs
  • Keep yourself updated on various offerings available in the network
  • Organise marketing activities to get sources of lead generation and new business
Requirements:
  • A graduate or equivalent degree (with experience / understanding of banking and sales), Computer proficiency (Acquaintance with internet and MS Office) with relevant experience of selling in banking /NBFC financial products.
  • Good understanding of the sales process through preferably prior sales experience of 2- 3years
  • Prior Liabilities, Cash Management, Trade and Foreign Exchange selling experience is desirable
  • Market knowledge and experience in the Mid-market / SME segment, with reference to customer preferences and requirement would be preferable.
Core Competencies
  • Customer-centric, not product-centric
  • Good technical knowledge of cash management/ transaction banking business
  • Good team worker
  • Good customer and relationship management skills.
  • Good interpersonal and communications skills.
  • Good problem solving, planning & organising skills. Planning, scheduling and monitoring deliverables, within a stipulated time frame using effective methods
  • Well versed in AML risk
Technical Competencies
  • Basic understanding of Trade and Foreign exchange banking products and associated technology platforms and operational procedures
  • Understanding of regulatory guidelines on banking issued by MAS and by RBI (local regulations in India) and local laws and regulations that impact businesses in general.Understanding of KYC requirements are critical.
  • Knowledge of financial markets and products to assist in meaningful dialogue with clients Work Relationship
  • Possess good working relationship and a high degree of team spirit and cooperation with relationship group as well as service partners in the bank such as Product Mgt, Operations,Finance, Legal etc, so as to ensure seamless delivery of products to clients
  • Establish rapport with our clients so as to win their business, confidence and trust

Job Purpose - To acquire New-to-bank (NTB) customers to scale our liabilities portfolioResponsibilities: Actively source for prospects via cold calling, personal network and partners/channels’ network. Drive Liabilities Sales through NTB acquisition of Liabilities clients for operating accounts,term deposits and other transaction banking products in line with the targets set out. Be an avid advocate of our Banking and be very well versed in our positioning, competitive advantage and be able to recommend the right solutions based on customers’ needs Keep yourself updated on various offerings available in the network Organise marketing activities to get sources of lead generation and new business Requirements: A graduate or equivalent degree (with experience / understanding of banking and sales), Computer proficiency (Acquaintance with internet and MS Office) with relevant experience of selling in banking /NBFC financial products. Good understanding of the sales process through preferably prior sales experience of 2- 3years Prior Liabilities, Cash Management, Trade and Foreign Exchange selling experience is desirable Market knowledge and experience in the Mid-market / SME segment, with reference to customer preferences and requirement would be preferable. Core Competencies Customer-centric, not product-centric Good technical knowledge of cash management/ transaction banking business Good team worker Good customer and relationship management skills. Good interpersonal and communications skills. Good problem solving, planning & organising skills. Planning, scheduling and monitoring deliverables, within a stipulated time frame using effective methods Well versed in AML risk Technical Competencies Basic understanding of Trade and Foreign exchange banking products and associated technology platforms and operational procedures Understanding of regulatory guidelines on banking issued by MAS and by RBI (local regulations in India) and local laws and regulations that impact businesses in general.Understanding of KYC requirements are critical. Knowledge of financial markets and products to assist in meaningful dialogue with clients Work Relationship Possess good working relationship and a high degree of team spirit and cooperation with relationship group as well as service partners in the bank such as Product Mgt, Operations,Finance, Legal etc, so as to ensure seamless delivery of products to clients Establish rapport with our clients so as to win their business, confidence and trust


Job Requirement

Prior Liabilities, Cash Management, Trade and Forex ex. Basic understanding of Trade and Foreign exchange banking products and associated technology platforms and operational procedures  Understanding of regulatory guidelines on banking issued by MAS and by RBI (local regulations in India) and local laws and regulations that impact businesses in general. Understanding of KYC requirements are critical.  Knowledge of financial markets and products to assist in meaningful dialogue with clients


Additional Information

Job Type : Full Time
Experience : 3 - 8 years
Location : Mumbai, India
Qualification : Any Graduation + MBA

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