Elite Banker-Household-Outbound_BRANCH BANKING_0468_3672_1100765

Job Description – Elite Banker (Household) – Outbound Job Title: Elite Banker – Household – Outbound Location: Pan India Department: Retail Banking / Consumer Banking Reporting To: Branch Manager / Sales Manager Role Purpose The Elite Banker – Household (Outbound) is responsible for acquiring affluent household relationships through proactive outbound sales activities.

The role focuses on sourcing new customers, deepening existing household relationships, driving liabilities growth, and cross-selling banking and wealth products to achieve business objectives.

Key Responsibilities

Acquire new affluent and emerging affluent customers through outbound sales activities, referrals, and market sourcing. Identify and onboard household relationships to increase customer penetration and wallet share. Drive acquisition of CASA, Term Deposits, and other liability products. Cross-sell Wealth, Investment, Insurance, and Lending products based on customer needs.

Generate leads through local area mapping, customer references, and external networking. Build and maintain strong relationships with customers and their family members to maximize household engagement. Ensure achievement of monthly and annual sales targets across key banking products. Conduct financial need analysis and recommend suitable banking solutions.

Maintain high service standards to enhance customer experience and retention. Ensure compliance with regulatory guidelines, internal policies, and KYC norms. Track sales activities and update customer interactions in the prescribed systems. Key Performance Indicators (KPIs) Household Acquisition CASA Book Growth Revenue Generation Cross-sell Product Penetration Customer Activation and Engagement Portfolio Deepening Customer Retention Compliance and Process Adherence Educational Qualification Graduate in any discipline from a recognized university.

MBA/PGDM preferred. Experience 2-8 years of experience in Retail Banking, Wealth Management, Liabilities Sales, Priority Banking, or Relationship Management. Proven experience in customer acquisition and outbound sales.

Required Skills

& Competencies Strong sales and relationship management skills. Excellent communication and negotiation abilities. Knowledge of banking products, investments, and insurance solutions. Customer-centric approach with strong networking capabilities. Ability to work under targets and deliver business results. Good analytical and problem-solving skills.

Proficiency in MS Office and banking applications.