Job Description
Key Responsibilities & Deliverables
• Customer Acquisition (New to Bank - NTB): Actively source new Current Accounts (for businesses, SMEs, traders) and Savings Accounts (for individuals, HNIs) through field visits, cold calling, networking, and referrals.
• Portfolio Management & Deepening: Manage a portfolio of existing clients, aiming to deepen relationships by increasing account balances, upgrading accounts to higher-value segments (e.g., Premium/HNI), and improving customer loyalty.
• Sales Targets: Meet monthly, quarterly, and annual targets for CASA volume (total deposits) and value (number of accounts).
• Cross-Selling Products: Cross-sell banking products such as Trade & Forex services, Insurance (Bancassurance), Mutual Funds, Retail Assets (loans), and Credit/Debit cards to boost fee-based income.
• Customer Service & KYC Compliance: Act as the primary point of contact for resolving customer complaints and inquiries. Ensure 100% adherence to KYC (Know Your Customer) and AML (Anti-Money Laundering) standards during account onboarding.
• Catchment Mapping & Activities: Conduct promotional activities, activations, and market research within the branch catchment area to generate leads and enhance brand presence.
• Customer Acquisition (New to Bank - NTB): Actively source new Current Accounts (for businesses, SMEs, traders) and Savings Accounts (for individuals, HNIs) through field visits, cold calling, networking, and referrals.
• Portfolio Management & Deepening: Manage a portfolio of existing clients, aiming to deepen relationships by increasing account balances, upgrading accounts to higher-value segments (e.g., Premium/HNI), and improving customer loyalty.
• Sales Targets: Meet monthly, quarterly, and annual targets for CASA volume (total deposits) and value (number of accounts).
• Cross-Selling Products: Cross-sell banking products such as Trade & Forex services, Insurance (Bancassurance), Mutual Funds, Retail Assets (loans), and Credit/Debit cards to boost fee-based income.
• Customer Service & KYC Compliance: Act as the primary point of contact for resolving customer complaints and inquiries. Ensure 100% adherence to KYC (Know Your Customer) and AML (Anti-Money Laundering) standards during account onboarding.
• Catchment Mapping & Activities: Conduct promotional activities, activations, and market research within the branch catchment area to generate leads and enhance brand presence.
💡 Quick Summary
Seeking a career-building opportunity? The Acquisition Relationship Manager-CASA position is now open for candidates interested in the Bank Jobs sector. This role in Kolkata offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.