Current Account Relationship Manager_Leading Bank

1 week ago

Mumbai, India V Konnect Full time

Job Description Roles & Responsibilities: Current Account (CA) Value Growth - Manage and grow Current Account balances with a focus on premium and high-value clients - Drive value through consistent engagement and product offerings tailored to customer needs Fee Income Generation - Generate revenue from Trade Forex, Retail Banking, and Business Banking relationships - Identify and convert cross-sell opportunities for products like CMS, POS, and payment gateway solutions Cross-Sell & Wealth Management - Offer a complete suite of wealth management products including mutual funds (MF), life insurance (LI), general insurance (GI), credit cards (CC), lockers, and Y-SEC - Cross-sell based on customer profile, ensuring a solution-oriented approach Customer Acquisition & Deepening - Acquire high-value CASA customers from within group companies and other sources - Increase the Customer to Group (CTG) and Product to Group (PTG) ratios through deepening and up-selling initiatives - Achieve targets across multiple banking products including CASA, TFX income, BB, CMS, MF, LI, NTB acquisition Client Servicing & Relationship Management - Deliver superior client service standards through regular engagement and prompt resolution - Maintain strong relationship rigor across the portfolio to enhance client satisfaction and retention Product & Process Enhancement - Provide feedback to internal teams for product/process improvements based on customer interactions - Ensure that the product proposition aligns with the key business requirements of clients New to Bank Acquisition - Leverage references from existing clients to drive NTB (New to Bank) acquisition - Build and maintain a robust prospect list with potential conversion into long-term relationships Business Profiling & Risk Assessment - Understand client business models in-depth to extract opportunities and assess risks - Position banking value proposition effectively to address specific client business issues Team Collaboration - Work collaboratively in a cross-functional environment, contributing to shared business goals

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