Current Account Relationship Manager's

Role & Responsibilities :

• Responsible for managing CA value-growth and generating fee income from Trade Forex, Retail Banking & Business Banking relationships.
• Cross-selling wealth management products to clients (MF, LI, GI, CC, Y-SEC, Locker).
• Acquiring high-value CASA relationships from within the group.
• Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book.
• Deepening and up-selling on key CA-led relationships to achieve goal sheet targets across CASA Value, TFX income, BB, CMS, LI, MF, Locker, NTB acquisition, and other products.
• Ensuring superlative client servicing standards and rigor in managing relationships.
• Thorough understanding of transactional and commercial banking products.
• Driving superior product and process sales and service to premier CA clients, with necessary feedback to the Program Team for enhanced product development.
• Seeking references from existing clients to generate a prospect list for New to Bank acquisition.
• Providing a differential customer experience that supports the business value proposition and ensures maintenance of minimum business threshold and retention of business customers.
• Focusing 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.
• Understanding and maintaining details regarding nature of business and business model to extract existing and potential opportunities as well as identify potential risks.
• Positioning the value proposition by linking benefits to the customer's key business requirements / issues.
• Being a team player and working effectively in a cross-functional environment.

Perks & Benefits :

Skills Required

Trade Forex