Relationship Manager
4 days ago
Job Description
This job is provided by 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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