Relationship Manager

Job Description

This job is provided by apna.co Job Description

Functional Designation : Relationship / Sales Manager - CASA

Department : Branch Banking

Job : Sales / Acquisition

Job Title : Assistant Manager; Deputy Manager

Reporting To : Branch Manager

Position Purpose : Acquisition of High End Current / Savings Accounts through open market along with cross selling of other products of the Bank.

Position Responsibilities

1 . New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month Adherence to Bank policies and guidelines such as KYC & AML

2 . Ensure successful onboarding of customer for a smooth transition to branch banking team.

3 . Activation of customer – Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB.

4 . Activities for lead generation

5 . Cross sell – Lead generation / basic enquiry, liaising with Branch Manager & product teams (RBL, trade, FX, CMS / DSB etc.) to offer right business solutions to the customer.

Qualifications and Experience Requirement : Minimum Graduate

Preferred : MBA + IRDA qualified

Experience Essential

2-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segment

Must possess good knowledge of commercial catchments and business segments for new to bank acquisition.

Should know the local language.

Skills Required

Aml, Fx, Kyc, Lead Generation, Cms, Cross Selling, Internet Banking