Associate Manager – Bank Sales (Direct Sales)

Customer Acquisition & Sales:

• Acquire current and savings accounts in the assigned segment and generate references from the catchment area.
• Ensure high quality of customer acquisition with appropriate product and segment mix.
• Onboard and activate customers on digital platforms.

Planning & Coordination:

• Assist Senior Sales Manager in catchment mapping and branch scoping exercises.
• Provide regular feedback to Senior Sales Manager and Branch Manager on customer requirements and opportunities.

Compliance & Quality:

• Ensure adherence to sales compliance and SOPs defined by the organization.
• Source customers with strict compliance to internal and regulatory guidelines.

Market Visibility & Referrals:

• Conduct activities in the catchment to acquire high-quality, HNI customers.
• Seek regular referrals from existing customers to expand the customer base.
• Work on central initiatives and promotional campaigns.

Collaboration & Support:

• Collaborate with team members and support functions to offer products and services to customers.
• Cross-sell banking products like insurance and other financial services.