Trade & Wealth RM _ Bank
ConfidentialAhmedabad30+ days ago
Job descriptionDrive CA value growth and generate fee income from Trade Forex, Retail Banking, and Business Banking relationships Cross-sell wealth management products including Mutual Funds (MF), Life Insurance (LI), General Insurance (GI), Credit Cards (CC), Lockers, and Y-SEC Deepen relationships and upsell additional banking products to meet goal sheet targets across CASA, BB, CMS, LI, MF, Locker, NTB acquisition, and more Deliver superlative client servicing standards and ensure a differentiated experience aligned with the bank's value proposition Ensure minimum YFB threshold is maintained and business customer retention is achieved Provide timely feedback to internal teams to improve product offerings and service delivery Demonstrate a thorough understanding of transactional and commercial banking products Offer tailored solutions such as Trade Forex, CMS, POS, Payment Gateway Solutions, Doorstep Banking, Working Capital Loans, OPDT, and Family SA Position relevant banking benefits to match the client's business requirements and financial needs Generate a robust pipeline of New to Bank (NTB) prospects through client referrals and profiling Understand clients' nature of business and financial models to identify opportunities and mitigate risks Collaborate effectively in a cross-functional environment to meet shared business goals
Role & Responsibilities :
Client Acquisition & Relationship Management
- Acquire high-value CASA (Current Account Savings Account) relationships from within the group and external sources
- Increase Customer to Group (CTG) and Product to Group (PTG) ratios by identifying opportunities across client portfolios
- Build and manage strong relationships with key current account-led clients ensuring consistent engagement and satisfaction
Revenue Generation & Product Cross-Sell
Customer Experience & Servicing
Product Expertise & Solutioning
Lead Generation & Business Development
Skills Required
Relationship Management, Trade Forex
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Wealth • Ahmedabad
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