Customer Development

Role

• Drive growth in locker services, Resources (FDs, NCDs) and MF
• Assist in Potential HNI Customer Development
• Ensure Compliance with Regulatory Guidelines

Key Result Areas

• Achieve Revenue Targets and Goals
• Lead conversions & Client acquisition.
• Relationship Management - Cross-selling

Key Responsibilities:

• Generate leads and acquire new clients for locker services and investment products.
• Support the BH in nurturing relationships with HNI clients, understand their financial needs, and provide tailored solutions.
• Actively support Customer Service in client interactions to convert cross-sell opportunities.
• Promote fixed deposits (FDs) and non-convertible debentures (NCDs) to individual and corporate clients.
• Achieve sales targets for locker occupancy, FD/NCD mobilization, MF and HNI acquisitions.
• Collaborate with marketing and operations teams to organize client engagement campaigns and seminars.
• Track and report on lead conversions, achievement of targets and report client and market feedback

Key Competencies Required:

• Strong sales and negotiation skills
• Excellent communication and presentation skills
• Understanding of debt instruments, locker services, and HNI financial needs
• Client-centric approach with the ability to build lasting relationships
• Working knowledge of RBI/SEBI regulations related to NBFC deposits and services
• Prior experience with CRM and Sales tracking tools
• High ethical standards and integrity in client dealings

Educational Qualification:

• Graduate or Postgraduate in Finance, Marketing, or Business Administration

Experience:

• 24 years of experience in business development, preferably in NBFCs, banks, or financial services handling HNI clients

Reporting To:

• Branch Head