Customer Development

Sakthi Vaults & Wealth Limited; Chennai, Coimbatore District, Erode; Sur place; INR 600 000 - 1 200 000; Plein temps

Résumé du poste

Sakthi Vaults & Wealth Limited in Chennai is seeking a dynamic sales professional to drive growth in locker services, FDs, NCDs, and mutual funds, while assisting in Potential HNI client development.

You will generate leads, acquire new clients, nurture relationships, and promote fixed deposits and non-convertible debentures to individuals and corporate clients, achieving specified sales targets.

Qualifications

• Graduate or Postgraduate in Finance, Marketing, or Business Administration.
• 24 years of experience in business development, preferably in NBFCs, banks, or financial services handling HNI clients.
• Strong sales and regulatory knowledge.

Responsabilités

• Generate leads and acquire new clients for locker services and investment products.
• Support 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

Connaissances

Sales

Negotiation

Communication

Client Relationship

CRM

Market Knowledge

Formation

Graduate or Postgraduate in Finance, Marketing, or Business Administration

Outils

CRM software

Sales tracking tools

Description du poste

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