
Current Account Relationship Manager
3 weeks ago
Job description
CA- RM
- Acquire new current account customers (SMEs, traders, corporates, self-employed professionals).
- Generate leads through market visits, cold calls, references, and branch walk-ins.
- Achieve monthly and quarterly sales targets for CASA, term deposits, and other banking products.
- Promote and sell banking products like cash management, trade & forex, insurance, loans, and merchant solutions.
- Identify customer needs and provide suitable financial solutions.
- Build long-term relationships with newly acquired customers to ensure repeat business and referrals.
- Act as a trusted advisor to clients for their financial and transactional needs.
- Understand the local market, industry segments, and competition to strategize customer acquisition.
- Plan sales activities, participate in promotional events, and enhance visibility in the catchment area.
- Ensure accurate KYC, documentation, and adherence to bank policies and RBI regulations.
- Maintain updated customer records in CRM systems
Job Type: Full-time
Pay: ₹389, ₹1,484,494.27 per year
Work Location: In person
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