Key responsibilities

• Source affluent NTB Global Indian clients for SCB India and UAE through various sourcing channels including self-sourcing
• Engage with Global Indian Affluent Clients through referrals from existing clients to acquire for multi-jurisdiction
• Conduct tele-calling on the given client base to cross-sell Global Indian proposition
• Convert digital leads as and when assigned on a monthly basis
• Acquire and qualify NTB clients to bank’s Affluent segment with defined thresholds for both SCB India and UAE
• Ensure bank charges and terms and conditions are clearly communicated to all NTB clients at the time of sourcing
• Activate NTB clients, set up and guide clients on remote channel usage such as Online Banking, Mobile Banking, and Debit Card Activation through Client Centre
• Engage with tagged Relationship Managers to deepen client relationships through effective client engagement
• Provide professional client service to achieve a high percentage of client satisfaction and retention
• Meet clients in person to understand their financial needs and provide appropriate banking solutions
• Acquire clients through anchor products such as Accounts and Deposits
• Generate new business to achieve defined targets in terms of number of clients, Funds Under Management (FUM), and revenue for the segment
• Follow Daily Sales Plan and Contact Ratios to acquire prospective clients through referrals
• Maintain complete and detailed knowledge of all the assigned products
• Coordinate client events for the unit along with the product team
• Maintain accurate and up-to-date activity records in daily sales log and update lead status on CRM systems
• Ensure strict adherence to all group standards of AML/CDD guidelines, compliance procedures, and processes
• Proactively identify risks and concerns including escalation to all relevant stakeholders
• Ensure completion of all mandatory risk and compliance training including e-learning within stated timeframes