Current Account Relationship Manager_Leading Bank

ConfidentialNoida, Gurgaon / Gurugram

30+ days ago

Job description

Role & Responsibilities

Current Account (CA) Growth

Responsible for managing and growing CA value across assigned portfolio
Deepen existing CA-led relationships and drive wallet share expansion

Fee Income Generation

Generate revenue through Trade Forex, Retail Banking, and Business Banking offerings

Ensure consistent fee-based income through solution selling

Wealth Management Cross-Sell

Cross-sell financial products such as mutual funds (MF), life insurance (LI), general insurance (GI), credit cards (CC), Y-SEC, and lockers

Drive product mix based on customer profiles

Customer Acquisition & Portfolio Expansion

Acquire high-value CASA clients from internal and external sources

Improve Customer to Group (CTG) and Product to Group (PTG) ratios

Relationship Deepening & Goal Sheet Achievement

Drive performance on goal sheet targets across CASA, Trade Forex, BB, CMS, LI, MF, lockers, NTB acquisition, and other key products

Identify upselling opportunities within the existing portfolio

Client Servicing & Engagement

Deliver superlative client servicing and maintain relationship rigor

Act as the single point of contact for key clients ensuring high satisfaction

Product Knowledge & Innovation

Possess thorough understanding of commercial and transactional banking products

Collaborate with product teams by sharing client feedback for enhancements

Lead Generation & NTB Acquisition

Leverage existing relationships for referrals and new client onboarding

Maintain a healthy pipeline of prospects and convert them into long-term clients

Holistic Banking Solutions

Provide need-based, customized solutions across trade, CMS, POS, payment gateway, doorstep banking, working capital loans, OPDT, and family SA

Assess client's business nature and identify potential risks and opportunities

Collaboration & Team Play

Work effectively in cross-functional teams for seamless client delivery

Support peers and promote a collaborative culture

Skills Required

Mutual Funds, Business Banking, Trade Forex, Wealth Management

Create a job alert for this search

Account Relationship • Noida, Gurgaon / Gurugram

Related jobs

Promoted

Relationship Manager

PetpoojaDelhi, India

Roles and Responsibilities : Build and maintain strong, long-term relationships with existing and prospective clients.Identify client financial needs and provide tailored solutions, including busine...Show moreLast updated: 3 days ago

Promoted

Relationship Manager

Drip CapitalDelhi, India

About Drip Capital We are a US-based fintech company revolutionizing global trade for SMEs.At Drip Capital, we’re redefining the future of trade finance and facilitation, empowering small and mediu...Show moreLast updated: 14 days ago

Promoted

Account Relationship Manager

Schoolcanvas.comDelhi, India

Schoolcanvas, formerly known as Parentsalarm.School ERP and mobile apps company.Award-winning and trusted by over 700 schools nationwide, it provides a comprehensive set of services including atten...Show moreLast updated: 5 days ago

Promoted

Client Relationship Manager

Saxon GlobalDelhi, India

Banking & Financial Services sector in India.The role involves driving business growth, managing client engagement, and ensuring delivery excellence across IT services. Job Description & Key Respons...Show moreLast updated: 19 days ago

Promoted

Relationship Manager

Insight GlobalDelhi, India

Job Title : Relationship Manager.Location : HiTEC City in Hyderabad, India.Work Schedule : Mon-Fri onsite, 2PM-10PM IST.Insight Global is seeking a motivated professional to support one of our top Foo...Show moreLast updated: 12 days ago

Promoted

Relationship Manager

Vivriti CapitalDelhi, India

Vivriti Group is a pioneer in the Mid-Market Lending space providing tailored debt solutions to mid-sized entities.The group has the following businesses : Vivriti Capital Limited, a systematically ...Show moreLast updated: 19 days ago

Promoted

Banking Relationship Manager

DBS BankDelhi, India

Response Informatics is looking for Bank Relationship manager - Responsibilities- Establish, manage and grow the AUM of mapped Client segment by acquiring and nurturing the client having AUM => .INR...Show moreLast updated: 13 days ago

Promoted

Relationship Manager - Affluent

Kotak Mahindra BankDelhi, India

Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customers • Sources new bank customers through external individual efforts ...Show moreLast updated: 12 days ago

Promoted

Urgent Opening- Relationship Manager / Sr Relationship Manager

Bajaj Capital LtdDelhi, India

Role : Relationship Manager / Sr.CTC : It’s not constrain for right candidate (Its Negotiable).Functional Area : BFSI, Investments & Trading. Employment Type : Full Time, Permanent.Notice period : Most pr...Show moreLast updated: 14 days ago

Promoted

Relationship Manager

TIE-UPS Manpower ConsultantsDelhi, India

TIE-UPS is hiring for a Leading Equity Firm in India.JOB TITLE Relationship Manager - Investment Banking & Wealth Domain. Job description- Maximize profit & achievement of growth of client’s portfo...Show moreLast updated: 5 days ago

Promoted

IndusInd Bank - Associate Relationship Manager

IndusInd BankDelhi, India

Overall Job Description : - The candidate will be required to write good quality credits proposals, assist the Relationship Manager in operations of the existing portfolio and i...Show moreLast updated: 30+ days ago

Promoted

Relationship Manager RBD

ConfidentialDelhi, Mumbai, Kolkata

Build and maintain strong relationships with retail banking customers.Understand customer needs and recommend appropriate banking products and services. Cross-sell loans, credit cards, deposits, and...Show moreLast updated: 30+ days ago

Promoted

Relationship Manager- MIB

YES BANKDelhi, India

Job description Job description.The role holder is responsible for acquisition of New to–Bank Business Banking MSME relationships through the CRM and Knowledge Banking approach.The role holder is a...Show moreLast updated: 14 days ago

Promoted

Relationship Manager

TPDelhi, India

This is regarding an upcoming launch of our dedicated HNI(high net worth individual) desk, designed to cater to our new base of affluent cardholders. In line with this initiative, we are looking to ...Show moreLast updated: 14 days ago

Promoted

Current Account Relationship Manager_Leading Bank

ConfidentialDelhi NCR, Delhi

Responsible for managing and growing CA value across assigned portfolio.Deepen existing CA-led relationships and drive wallet share expansion. Generate revenue through Trade Forex, Retail Banking, a...Show moreLast updated: 30+ days ago

Promoted

Client Relationship Manager

UNISON INTERNATIONAL CONSULTING (The Recruitment Company)Delhi, India, India

Client Relationship Manager – B2B Key Accounts.Banking | Retail | Fintech | Gifting | E-Gifting.Interested candidates can WhatsApp their CV at. We are seeking a highly skilled and experienced.Client...Show moreLast updated: 3 days ago

Promoted

Preferred Relationship Manager

Anand Rathi Share and Stock Brokers LtdNew Delhi, Delhi, India

The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. S) He would be responsible for acquiring High Net Worth relationshi...Show moreLast updated: 30+ days ago

Promoted

Relationship Manager

GramPro Business Services Pvt. Ltd.Delhi, India

We are Hiring for a Scheduled Commercial Bank!.Position : Service Delivery Associate (SDA) – Non-Cash (Aspire).Service Delivery Manager (or Branch Manager where no SDM is present).The role involves ...Show moreLast updated: 14 days ago