PAM(Premium Acquisition Manager) (2-4 Years)

Hiyamee

2 - 4 Years
15 Openings
6.0 Lac/Yr
Face-to-Face interview
Hyderabad

Key Skills

Casa Sales Executive Acquisition Manager

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Job Description

ob role:pam

experience: minimum 2years in banking casa sales

age: below 30 years

ctc: 6lpa

location: hyderabad

purpose of the role:

 to acquire hni/affluent new to bank liabilities relationships (saving accounts / current accounts / deposits) and build stable balances through customer onboarding.

key responsibilities:

 identify potential catchment areas to acquire hni/affluent liabilities customers for equitas bank.

 to do marketing activities and generate leads for acquiring hni/affluent customers.

 build a database of customer leads through references.

 schedule meetings with potential hni/affluent liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits.

 communicate clearly to customers on the requirements for various types of products, services, documents to be provided to the bank.

 also clearly explain the customer on required balances/deposits to be maintained to avail various products and services.

 ensure that all customer documents are verified with originals and are handled with care and confidentiality.

 complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank.

 maintain continuous communication with customers on the status of their account opening process.

 frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements – for example, relevant loan products, investment products etc.

 build reference network from newly signed up customers for potential leads.

 regularly update daily sales reports and discuss on the plans, action items, progress with the supervisor