CA RM _ Bank

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 bank value proposition & also ensure maintenance of minimum bank 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

Skills Required

Business Banking, Trade Forex, Cms, Mutual Funds, Life Insurance