Current Account Sales Officer

6 days ago


Bengaluru, Karnataka, India Synergy Plus Full time ₹ 5,00,000 - ₹ 25,00,000 per year

Key Skills: Good understanding of CA, Trade Forex, CMS and Asset products - CC, OD, TL, Export Finance

Self-starter, Understanding of financial markets and economic trends, excellent communication

and interpersonal skills.

Ability to manage complex client requirements.

Grade: Deputy Manager / Manager / Senior Manager

Key Performance Indicators

  • Acquire New-to-Bank business banking accounts with focus on Premium CA, CMS products (POS, QR, IPG, API), TFX, SA, Working Capital Finance and Retail Assets.
  • Develop new high net-worth customer relationships for retail liabilities assets. Build a strong portfolio of PCA, EXIM clients with focus on client profitability.
  • Acquire and build a portfolio of Premium Current Accounts and Exim clients and grow them through multiple business banking products / cross sell.
  • Identification and development of new business segments and geographical areas to generate business opportunities.
  • Enrich relationships and garner higher wallet share through customer engagement activities and increase customer stickiness by providing Corporate banking products like Tax payment, Internet banking, Trade products, Cms etc.
  • Responsible for achieving the allocated targets pertaining to Current Account productivity and fee income through Trade and Forex, Debit cards and Cms.
  • Ownership of self-acquired product portfolio, pricing, revenues (including fee) Maintain working knowledge of the local market, its trends, its potential, competitors, premiere service providers etc.

Reporting to: Area Head - PCRM, Branch and Business banking,

Interested one pls share your resume on

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