Client Acquisition Manager (CAM) role and key responsibilities:
1) Customer Acquisition & Business Development
Proactively acquire new-to-bank customers and promote the bank’s Privilege Banking and Wealth Banking propositions. This includes identifying prospective clients, presenting tailored financial solutions, and converting leads into successful acquisitions.
2) Relationship Management
Build and nurture long-term relationships with customers by understanding their financial needs, ensuring consistent follow-ups, and providing ongoing service. Actively maintain a healthy sales pipeline and drive customer engagement.
3) Monthly Marketing & Outreach Activities
Carry out consistent monthly marketing calls and engagement activities to grow the client base, increase brand awareness, and strengthen client relationships.
4) Collaboration with Internal Stakeholders
Work closely with branch colleagues and other internal departments to meet acquisition targets and support clients effectively throughout their onboarding journey.
5) Compliance & Policy Adherence
Ensure all account opening processes and documentation strictly comply with the bank’s internal policies, regulatory requirements, and due diligence standards.
6) Cross-Selling & Referrals
Identify opportunities for cross-selling relevant financial products and services. Participate in cross-referral initiatives within the bank to optimize customer value and deepen product penetration.
7) Performance-Based Incentives
This is a sales-driven, performance-based role that rewards success. Attractive incentive schemes are in place for meeting and exceeding acquisition and revenue targets.