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Cluster Sales Leader (CSL- B)

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Not Disclosed by Recruiter Posted 27 days ago Job Applicants: 20 Job Views: 206

Job Description

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    Cluster Sales Leader
    Core ResponsibilitiesBusiness Acquisition
    Acquires new CA customers in the identified segment and reference generation from the specified catchment
    Maintaining good relationship with the customers through regular connects and prompt redressal of any queries
    Assists the Business Relationship Leader in catchment mapping & scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarking
    Ensures proactive registration & activation of acquired customers to direct banking channels
    Achieves and strives to exceed the defined targets of new customer acquisition month on month by analyzing transaction banking needs of the customers

    Quality Focus
    Ensures compliance towards KYC and all operational risk parameters and with Banks policies and processes
    Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns
    Ensures safety and security of Bank and customer's assets
    Ensures timely submission of MIS reports to relevant stakeholders
    Ensures sourcing of quality current accounts in terms of product mix, segments and constitution mix
    Abides strictly with the selling norms defined by the organization and adherence to guidelines by internal & external regulators
    Self-Management ResponsibilitiesDefines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year.
    Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training.
    Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively.
    Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks.
    Risk and Internal Control ResponsibilitiesFollows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager.
    Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.


    Minimum QualificationsBachelors degree
    Professional CertificationsAMFI/NCFM/NISM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage
    Language SkillsWritten and spoken English is essential
    Years of ExperienceA minimum of 2 years of relevant experience in B2B sales
    Nature of
    ExperiencePrior experience in BFSI Sector

Salary: Not Disclosed by Recruiter

Industry: Banking, Financial Services, Broking

Functional Area: Financial Services , Banking , Investments , Insurance

Role Category:Treasury

Role:Sales/Business Development Manager-Forex

Employment Type: Permanent Job, Full Time


Desired Candidate Profile

    Please refer to the Job description above


UG: Any Graduate - Any Specialization

PG:Any Postgraduate - Any Specialization

Company Profile:

Bharti Consultants

Yes Bank
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