CASA Relationship Manager

1 day ago


Delhi, Delhi, India Synergy Plus Business Consulting Group Full time

Acquisition of High End Current Accounts & Saving Accounts through open market along with crossselling of other products of the Bank.

Responsibilities

  • New to bank acquisition of high end current accounts through open market lead generation and closure, 4~5 CA in a month of which 2 should be PCA & IP of 3 lacs, M1 MAB of 4 lacs.
  • Adherence to Bank policies and guidelines such as KYC & AML.
  • Ensure successful onboarding of customer for a smooth transition to branch banking team.
  • 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.
  • Activities for lead generation.
  • Cross sell – Lead generation/ basic enquiry, liaising with Branch Manager & product teams.

Interested one pls share your updated resume on



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