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Location: Haryana; Gurgaon, India
Job Description
Elite Banker Outbound (HH)
Job Purpose
The Elite Banker Outbound will be responsible for acquiring, engaging, and managing High-Net-Worth (HNW) and Affluent customers through outbound sales activities. The role focuses on portfolio growth, customer relationship management, liability acquisition, investment product penetration, and delivering a superior banking experience.
Key Responsibilities
Generate and acquire new Elite Banking customers through outbound calling, referrals, and market sourcing.
Build and manage a portfolio of High-Net-Worth (HNW) and Affluent customers.
Drive acquisition of CASA, Term Deposits, Wealth, Insurance, and Investment products.
Conduct regular customer meetings to understand financial needs and provide suitable banking solutions.
Achieve monthly and quarterly targets related to:
New-to-Bank (NTB) customer acquisition
Liabilities growth
Wealth and third-party product sales
Revenue generation
Cross-sell banking products including:
Mutual Funds
Insurance
Fixed Deposits
Demat & Trading Accounts
Loans against Assets
Ensure high customer engagement and portfolio deepening.
Maintain strong knowledge of financial markets, investment products, and banking regulations.
Adhere to compliance, audit, and risk management guidelines.
Provide prompt service support and resolve customer queries effectively.
Eligibility Criteria
Educational Qualification
Graduate in any discipline.
MBA/PGDM preferred.
Experience
2-6 years of experience in:
Retail Banking
Wealth Management
Elite/Preferred/Priority Banking
Financial Services Sales
Experience in handling HNI/Affluent customers preferred.
Required Skills
Strong sales and relationship management skills.
Excellent communication and presentation abilities.
Customer-centric approach with strong negotiation skills.
Understanding of wealth products and investment solutions.
Ability to work in a target-driven environment.
Good networking and client acquisition capabilities.
Acquire and expand relationships with High Net Worth individuals for both liabilities and commercial assets.
Deliver superior customer service while ensuring adherence to bank policies and compliance standards.
Cross-sell a wide range of banking products and services to deepen client relationships.
Educate clients about new products and enhancements to maximize engagement.
Organize and lead targeted sales initiatives and client engagement events.
Collaborate with other group companies to offer integrated financial solutions.
Maintain comprehensive records of client interactions and relationship history.
Monitor and resolve customer complaints and queries with a focus on quick turnaround and satisfaction.
Job Info
Job Identification
275037
Job Category
Consumer Bank
Posting Date
11/12/2026
Apply Before
12/12/2026
Degree Level
Bachelor's Degree
Job Schedule
Full time
Locations
Dlf Qutab Enclave,, Gurgaon, Haryana, IN
Job data: Headcount Labs (headcountlabs.com), ODbL 1.0. The job description belongs to the employer. Location data © OpenStreetMap contributors and Overture Maps.
From live job posts on CoreHRx, updated 12 Nov 2026. Skill figures count posts that list their skills; salary figures only posts that show a salary.
The post asks for 2–6 Yrs experience.
In Gurgaon.
It is a full time job.
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