Current Account RM
1 week ago
Dear Candidate,
Urgent opening with leading bank, we are looking for Candidates from IDFC bank.
AGE : 33 Yrs
CTC : 13.88 LPA
Location : Across Mumbai / Navi Mumbai / Thane
Interested candidate can revert back with updated resume on
Any query can call Shrutika : /
Job Description :
Account Acquisition
Identify and acquire new current account customers in assigned catchment areas. Meet targets regularly.
Portfolio Management
Manage existing current account customers: monitor their needs, ensure service delivery, handle issues, ensure activation of all services.
Crossselling
Promote related banking products: digital payment / collection solutions, cash management, overdraft, trade / forex services etc.
Customer Relationship & Engagement
Maintain frequent touch with customers, feedback gathering, understanding transaction needs, ensuring high satisfaction.
Targets & Metrics
Meet acquisition and growth KPIs: number of new accounts, activation rates, transaction volumes, asset under management (if relevant).
Compliance & Processes
Ensure all KYC, internal policies, SOPs and regulatory guidelines are adhered to.
Collaboration
Work with sales / catchment mapping teams, branch operations, marketing, product teams to deliver on business goals.
Skills & Competencies
- Strong communication & interpersonal skills.
- Sales / customer acquisition skills.
- Understanding of current account banking products and / or business banking / transaction banking.
- Analytical skills: understanding customer needs & mapping them to products, understanding catchment potential.
- Good negotiation & persuasion skills.
- Basic digital / tech savviness (for digital banking / collection solutions etc.)
- High integrity, compliance mindset.
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