CA RM _ Bank _ Vadodara

3 days ago

Vadodara, Gujarat, India V Konnect Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Role & responsibilities

  • Responsible for managing CA 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
  • 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 customers key business requirement / issues Should be a team player and be able to work in cross-functional environment

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