National Sales Head Cross Sell

Detailed Responsibility :-

– To cross sell wealth & liability products to the banks premium Asset clients
– Generate new business to achieve defined sales targets
– Build and deepen relationships with existing Wealth Customers to achieve an increase in share of wallet and revenues.
– Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth.
– Ensure ongoing self-development.
– Manage the portfolio to de-risk against attrition and achieve stability of book.
– Manage the key performance indicators at the highest level.
– Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.

Sales

– Achieve the Targets set in terms of product mix.
– Achieve “best in class” productivity in order to maximize the efficacy of the sales process.
– Achieve the budgeted cross sell targets.
– Aggressive Sales call plans to acquire large prospective customers through referrals.
– Ensure coverage of the customer base in accordance with the Group Approved Relationship Matrix.

Integration Management

– Manage the customer transition with utmost sensitivity.
– Awareness of all the policies and procedures issued in relation to money laundering prevention.
– Ensure compliance with these policies and procedures on an ongoing basis.
– Any suspicious transaction must immediately be reported to the supervising officer.

Key Skills:

– Good Interpersonal Skills
– Good knowledge of customer service & processes
– High target & customer orientation
– Ability to manage channel/branch relationships/ Sourcing direct Proposals
– People Management & recruiting team