Preferred Current Account

3 weeks ago

Chennai, India Abacus Consultants Full time

Any Graduate | Any Post Graduate

Sales - CASA

CTC Range: 6 lkh ~ 8 lkh

**Job Title: PCRM (Preferred Current Account RM)**

Overall Goal: Current Account RM will be responsible for
Acquisition of new Business Entity customers and creating CA Book
Management of Acquired Current Account customers
Enhancement of the relationship by cross-selling products and services as per
the profile & need of the these current account customers
Deepening the size of the relationship and retention of the customers by
providing the best possible services and being the dedicated point of contact for
these customers
Make RBL Bank a primary bank for customer and get maximum wallet share
Key Result / Responsibility Areas:
a) Acquisition of Business Entity (Current Account) customers
- Acquisition of NTB High Value Current Accounts
NTB Acquisition of Current accounts dealing in international Trade
Identify and Acquire New to Bank working capital limit customers with Trade
Limits viz Buyers Credit, PCFC, LC,BG etc
Acquire New to Bank customer requiring Assets Limits Business Loans, Cash
Management Services & Door Step Banking, API Banking and other allied
Current Account services

RM will have to create his own CA book by self-sourcing, Market Visit & Industry & Area
Scoping, External References & Leads.
b) Portfolio Management
- Engage with Acquired customer on regular basis and ensure that Group company
and Family customers also bank with RBL Bank
Regularly interact with the customer to build rapport, customer profiling should
be used to set customer level objectives post discussion branch Manager/TL. Customer
interaction to be regular updated in system provided.
Ensure that within each customer group a minimum number of stipulated
Income Generating products are sold as per the customers profile and needs. RM to
Cross sell appropriate products to the customers and ensure activate usage.
Enhance Values within each of the customer groups by ensuring that a/cs are
activated
Cross Sell Bank Products for revenue generation and engagement
Basis customer business requirement cross sell products like POS ,
Payment Gateway, Trade /Forex ( LC /BG/ Remittance /OD), Doorstep
Banking Services.
Cross Sell various RBL Bank products like TPP, FD. Credit Card, Loans to
customers and related group business/ family
Drive active business transaction through RBL bank account
Should know the customer’s business in order to provide banking and
financial solutions
Register customer for various Direct Banking Channels of the bank

B) Customer Services
Ensure quality customer service is delivered
Recording complaints as per the specified process
Resolving all complaints received from portfolio customers within the stipulated
TAT’s and ensure appropriate customer communication on closures
Preventive complaint management by regular interaction with the customers

C) Target Achievement
PC- RM will be given a quarterly and yearly target on revenue, product
cross sell and book value build up
Basis the Target the RM will be tracked on regular basis for achievement of
the Targets
CA RM will be evaluated on Portfolio Score Card

Competencies:

- Sales and Influencing Skills
experience of Current Account product & processes, Trade & Forex, Door
Step banking and other current account related products.
Planning and Organizing Skills
Communication & Writing skills
Knowledge of Competition & Current trends in financial Industry.

**Education: Post Graduate**
**Experience: Above 3 years in a Current Account /Trade
- Forex sales & / or relationship**
**role in any of the sectors mentioned above**
**Reporting: CA RM will report to Branch Managers**
**Salary Range: 6 - 8 Lakhs

  • Deputy Manager-Acquisition

    2 weeks ago

    Chennai, India IDFC FIRST Bank Full time

    Job Title- Deputy Manager-Acquisition(Current Account)Place of work- Pan - IndiaBusiness Unit- Retail BankingFunction-Branch BankingCompensations- Best in class in the industry. In addition valuable service awards would apply.Job Purpose:The role entails direct customer interaction and is responsible for business acquisition of current accounts for a...

  • Associate / Deputy Manager-Acquisition (Current Account)

    2 weeks ago

    Chennai, India IDFC FIRST Bank Full time

    Role/ Job Title:Associate / Deputy Manager-Acquisition (Current Account)Function/ Department:Branch BankingJob Purpose:The role entails acquiring new customers for the bank's current and savings accounts. The role involves identifying potential customers, contacting them through various channels, explaining the benefits and features of the current and...

  • Associate / Deputy Manager-Acquisition (Current Account)

    2 weeks ago

    Chennai, Tamil Nadu, India IDFC FIRST Bank Full time

    Role/ Job Title:Associate / Deputy Manager-Acquisition (Current Account)Function/ Department:Branch BankingJob Purpose:The role entails acquiring new customers for the bank's current and savings accounts. The role involves identifying potential customers, contacting them through various channels, explaining the benefits and features of the current and...

  • Associate / Deputy Manager-Acquisition (Current Account)

    4 weeks ago

    Chennai, India IDFC FIRST Bank Full time

    Role/ Job Title:  Associate / Deputy Manager-Acquisition (Current Account) Function/ Department:  Branch Banking Job Purpose: The role entails acquiring new customers for the bank's current and savings accounts. The role involves identifying potential customers, contacting them through various channels, explaining the benefits and features of...

  • Associate / Deputy Manager-Acquisition (Current Account)

    4 weeks ago

    chennai, India IDFC FIRST Bank Full time

    Role/ Job Title:  Associate / Deputy Manager-Acquisition (Current Account) Function/ Department:  Branch Banking Job Purpose: The role entails acquiring new customers for the bank's current and savings accounts. The role involves identifying potential customers, contacting them through various channels, explaining the benefits and...

  • Senior Sales Manager

    4 weeks ago

    Chennai, India IDFC FIRST Bank Full time

    Role/ Job Title:  Senior Sales Manager (Current Account/Household) Function/ Department:  Branch Banking Job Purpose: This role is responsible for leading and managing a team of acquisition managers who sell current and savings accounts to customers. This role also oversees the sales targets, strategies, policies and procedures of the team, and...

  • Jr- Accounts Executive

    1 week ago

    Chennai, India Genesis Placement Services Full time

    **We are hiring for our Client, (Job Location - Parrys,Chennai).** **Position -Accounts Executive** **Full Job Description** Minimum 0.6 to 2 years experience as Accountant required **Core Responsibilities** - Bank Reconciliation Statement - Accounts Maintenance - Sales Entry - Purchase Entry - GST - Invoice **Required Skills**: - Accountant: 1 year...

  • Current Affairs Teacher

    2 weeks ago

    Chennai, Tamil Nadu, India Expert Guidance Full time

    **Responsibilities**:A Renowned **IAS Academy** is looking for **Current Affairs Teacher** with Excellent Subject knowledge - **This is On site Job,** Online Seekers dont apply - Retired government officers are also welcome for this post. - **This job is not for the teachers who are seeking jobs in school.** **Skills: Economics** / **Geography / Polity /...

  • Full Stack Developer

    6 days ago

    Chennai, India Saafe (सेफ़) - Account Aggregator Full time

    Company DescriptionSaafe (सेफ़): Account Aggregator is a registered NBFC-AA offering Account Aggregation Services for Individuals and Businesses in India. Located in Chennai, Saafe provides secure and reliable services to help clients manage their financial accounts and transactions.Role DescriptionThis is a full-time hybrid role for a full-stack...

  • Preferred RM Head

    2 weeks ago

    chennai, India Anand Rathi Share and Stock Brokers Ltd Full time

    Preferred RM Head SUMMARY : - The Preferred RM Head is the ultimate face of our Preferred vertical, as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected...

  • Preferred RM Head

    2 weeks ago

    Chennai, India Anand Rathi Share and Stock Brokers Ltd Full time

    Preferred RM HeadSUMMARY: - The Preferred RM Head is the ultimate face of our Preferred vertical, as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to...

  • Accounts Executive

    3 weeks ago

    Chennai, India Aahvishkaar Training Service PVT LTD Full time

    **Responsibilities and Duties** - General Accounting, Banking, and Accounts Payables and receivables. - Bank Reconciliation. - Good knowledge of TDS & GST Return Preparation and filing. - Reconcile accounts payable and receivable. - Assist with tax audits and tax returns. - Produce error-free accounting reports and present their results. - Must have...

  • Full Stack Developer

    6 days ago

    chennai, India Saafe (सेफ़) - Account Aggregator Full time

    Company Description Saafe (सेफ़): Account Aggregator is a registered NBFC-AA offering Account Aggregation Services for Individuals and Businesses in India. Located in Chennai, Saafe provides secure and reliable services to help clients manage their financial accounts and transactions. Role Description This is a full-time hybrid role for a...

  • Full Stack Developer

    3 days ago

    Chennai, India Saafe (सेफ़) - Account Aggregator Full time

    Company DescriptionSaafe (सेफ़): Account Aggregator is a registered NBFC-AA offering Account Aggregation Services for Individuals and Businesses in India. Located in Chennai, Saafe provides secure and reliable services to help clients manage their financial accounts and transactions.Role DescriptionThis is a full-time hybrid role for a full-stack...

  • Full Stack Developer

    6 days ago

    Chennai, India Saafe (सेफ़) - Account Aggregator Full time

    Company DescriptionSaafe (सेफ़): Account Aggregator is a registered NBFC-AA offering Account Aggregation Services for Individuals and Businesses in India. Located in Chennai, Saafe provides secure and reliable services to help clients manage their financial accounts and transactions.Role DescriptionThis is a full-time hybrid role for a full-stack...

  • Accounts Executive

    3 days ago

    Chennai, India Aahvishkaar Training Service PVT LTD Full time

    **Responsibilities and Duties** - General Accounting, Banking, and Accounts Payables and receivables. - Bank Reconciliation. - Good knowledge of TDS & GST Return Preparation and filing. - Reconcile accounts payable and receivable. - Assist with tax audits and tax returns. - Produce error-free accounting reports and present their results. - Must have...

  • Accountant / Accounts Executive

    2 weeks ago

    chennai, India Sisco Jobs Full time

    Job Description Job Title : Accountant / Accounts ExecutiveIndustry : FinTech / PaymentsDepartment : Finance & AccountingLocation : ChennaiEmployment Type : Full Time, PermanentRole Category : Accounting & TaxationJob Summary:Our Accountants are essential in maintaining the financial health of our organization. They are responsible for auditing financial...

  • Accounts Executive

    2 months ago

    Chennai, India DEMURE INTERIORS PRIVATE LIMITED Full time

    Accountant Responsibilities: - Complying with all company, local, state, and federal accounting and financial regulations. - Compiling, analyzing, and reporting financial data. - Creating periodic reports, such as balance sheets, profit & loss statements, etc. - Presenting data to managers and other entities. - Maintaining accurate financial records. -...

  • Accountant / Accounts Executive

    1 month ago

    Chennai, India Sisco Jobs Full time

    Job Title: Accountant / Accounts ExecutiveIndustry: FinTech / PaymentsDepartment: Finance & AccountingLocation: ChennaiEmployment Type: Full Time, PermanentRole Category: Accounting & TaxationJob Summary:Our Accountants are essential in maintaining the financial health of our organization. They are responsible for auditing financial documents and procedures,...

  • Accountant / Accounts Executive

    3 weeks ago

    chennai, India Sisco Jobs Full time

    Job Title : Accountant / Accounts ExecutiveIndustry : FinTech / PaymentsDepartment : Finance & AccountingLocation : ChennaiEmployment Type : Full Time, PermanentRole Category : Accounting & TaxationJob Summary:Our Accountants are essential in maintaining the financial health of our organization. They are responsible for auditing financial documents and...