Salary300,000 - 650,000 (PA)
Job TypeFull Time
Job Location Chennai,Tamil Nadu,India • Delhi,India


Business Development Management Sales Cross Selling Client Relationship Investment Liabilities Insurance
0 to 6 Years
Financial Services / Banking / Broking / Forex / Investment
Functional Area
Sales / Business Development / Client Servicing


  • Meet the business objectives initiated by the respective country
  • Priority Clients business Customer focused need-based selling
  • Deepen customer relationship and maximize penetration
  • Business Drivers :
Achieve personal sales target
Segment focus, client focused needs-based selling
Achieve segment relationship penetration, multi-product selling or bundles around anchor product Arrange / create sales activities
Build and manage relationship with business partners / intermediaries / channels
Focus has to be on acquiring new customer relationship along HVS segments for both Assets and Liabilities
  • Client Experience
Operational quality - Error free client application & documentation
Responsive and responsible selling
Practice appropriate sales and marketing skill
Ensure nil Client complaints
  • Risk Assurance
Conduct CDD, MLP & TCF diligently
Zero tolerance Fraud, Mis-selling
Discipline in HR and training related matters
Adhere to all policies, guidelines and procedures, comply with local regulatory requirements
Adhere to operational risk controls and procedures in day to day sales management
To ensure no adverse findings in internal / external audit, governance and compliance review
To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager
Customers: New-to-Bank Affluent and emerging affluent Clientele along with inactive portfolio activation if mandated by thebank
Business Targets : As mentioned in Job Objective

  • Must be a graduate. Having an MBA degree would be an advantage
  • Candidates should have an experience of at-least 1 year in acquiring High Value clients through liabilities and wealth
  • Candidates should have AMFI, IRDA (and other relevant) certifications. In case the candidate doesnt have the same, it should be acquired before joining
  • Good knowledge of the selected market and client segments would be an advantage
  • Strong communication and negotiation skills with the ability to influence outcomes
  • Strong inter-personal skills, which encourages and promotes enthusiasm and team spirit.

Disha Career Services
Disha Career Services
Sector-63, Noida
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