Rm Ca Onboarding

1 week ago

Bengaluru, India V-KONNECT ASSOCIATES Full time

**Key responsibilities**:

- Responsible for managing CASA value-growth
- Generating fee income from Trade Forex, Retail Banking & Business Banking relationships
- Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker)
- Acquiring the high-value CASA relationships from within the group
- Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book

Strategic/ Managerial Responsibilities
- Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products
- Superlative client servicing standards & rigor in managing the relationship
- Thorough understanding of transactional and commercial banking products
- Drive superior product & process for sales and service to premier CA client, along with necessary feedback to Program Team for enhanced product development
- Seek references from existing clients to generate prospect list for New to Bank acquisition
- To provide a differential customer experience that supports our YFB value proposition & also ensure maintenance of minimum YFB threshold and retention of business customer
- To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA
- To understand and maintain details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks. Position our value proposition linking benefits to the customer’s key business requirement / issues
- Should be a team player and be able to work in cross-functional environment

Risk and Internal Controls
- To follow the risk policies and processes prescribed within the bank for operational, regulatory, financial, informational, reputational and audit risks
- Ensuring the processes are understood & the same is carried out in regular functioning
- To adhere to sales process & KYC norms of the bank

NA

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