Job Description
We are seeking a driven Sales Executive to lead deposit mobilization and promote financial products, with a strong focus on High Net-Worth Individuals (HNIs) and clients with high-volume deposits. The role involves acquiring and managing affluent clients, driving growth in savings and fixed deposits, and cross-selling investment and treasury products. Candidates should have proven experience in financial sales, a strong network of HNIs, and excellent relationship management skills. Success will be measured by deposit growth, client acquisition, and product cross-sell performance.
Key Responsibilities
• Client Acquisition & Relationship Management
• Identify, prospect, and onboard HNIs and corporate clients with significant deposit potential.
• Build and maintain long-term relationships to ensure client satisfaction and loyalty.
• Serve as the primary point of contact for deposit-related inquiries and financial product offerings.
• Deposit Mobilization
• Drive growth in deposits by promoting savings, fixed deposits, and specialized investment products.
• Develop tailored deposit solutions to meet the unique needs of HNIs and large-volume clients.
• Achieve monthly and quarterly deposit targets.
• Financial Product Sales
• Promote and cross-sell financial products such as investment accounts, treasury products, and wealth management solutions.
• Provide advisory support to clients on product suitability, risk, and returns.
• Market Intelligence
• Monitor competitor offerings and market trends to identify opportunities for product innovation.
• Provide feedback to management on client needs and product performance.
• Compliance & Reporting
• Ensure strict adherence to regulatory requirements and internal policies.
• Prepare regular reports on deposit mobilization, client engagement, and sales performance