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

Hiyamee

2 - 4 Years
15 Openings
6.0 Lac/Yr
Posted 59 days ago
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