Relationship Manager

3 weeks ago


Coimbatore India GramPro Business Services Pvt. Ltd. Full time

Job Description

Job Description

This job is provided by apna.co Job Description

Functional Designation : Relationship / Sales Manager - CASA

Department : Branch Banking

Job : Sales/ Acquisition

Job Title : Assistant Manager; Deputy Manager

Reporting To : Branch Manager

Position Purpose : Acquisition of High End Current / Savings Accounts through open market along with cross selling of other products of the Bank.

Position Responsibilities

1 . New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month Adherence to Bank policies and guidelines such as KYC & AML

2 . Ensure successful onboarding of customer for a smooth transition to branch banking team.

3 . Activation of customer Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB.

4 . Activities for lead generation

5 . Cross sell Lead generation/ basic enquiry, liaising with Branch Manager & product teams (RBL, trade, FX, CMS/DSB etc.) to offer right business solutions to the customer.

Qualifications and Experience Requirement : Minimum Graduate

Preferred : MBA + IRDA qualified

Experience Essential

2-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segment

Must possess good knowledge of commercial catchments and business segments for new to bank acquisition.

Should know the local language.



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