Roles and Responsibilities
Role Details
Key Account Managers are responsible for acquiring new customers, increasing bank’s liability base, servicing walk-in-customers and
covering all the needs of the mapped clients
Overall Job Description
To acquire new clients through leads and family accounts grouping
To grow the liability base (CASAFD) of the bank by deepening relationships of mapped customer base
To sell bank and third party products like LI, GI, Home Loans, Credit Cards, and Personal Loans etc.
To service clients covering all their banking needs including bank/3rd party products
To meet / call mapped clients for client servicing needs and new products cross sell
To actively participate in driving campaigns conducted across liability and other products
To conform to processes of the bank and have a high focus on compliance
EDUCATION
Essential requirement: Graduate / Post Graduate, preferred
exposure to financial subjects
Preferred: Post Graduate in Finance / Commerce
WORK EXPERIENCE
Essential requirement: 2 years of relevant work experience in the
banking / financial services / insurance organisations
Preferred requirement: 1 year relevant experience in the
financial sector
Additional requirements:
Valid AMFI / IRDA Certifications; If validity has expired – old certificates may be considered
Candidate with experience working in an sales based incentive role, will be preferred
Desired Behavioural / Functional Traits
Knowledge of Banking products and processes.
Strong Relationship Management skills. (Candidates with existing set of customers are preferred)
Multi-tasking with crisis management capabilities.
Effective communication & interpersonal skills.
Ability to adapt to change in a fast growing franchise.
Ability to maintain/attract long lasting client relationships