Job Description
Top Private Bank
CASA Relationship Manager | Branch Banking
Top Private Bank • Kolkata, West Bengal • via Workassist.in
₹5L a year
Full–time
No Degree Mentioned
Apply directly on Workassist.in
Apply on Latest Jobs | Jobsiya.co.in
Apply on CallCenterJob.co.in
Job description
• Business Development: Achieve business objectives by sourcing new CASA customers and expanding relationships with existing clients.
• Sales Targets: Meet targets related to value, volume, and channel productivity metrics.
• Cross-Selling: Promote and cross-sell bank products such as insurance and other third-party offerings.
• Customer Acquisition: Engage in proactive customer acquisition throug...
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IDFC FIRST Bank
Deputy Manager-Acquisition (Corporate Salary)
IDFC FIRST Bank • Kolkata, West Bengal • via Career At IDFC First Bank
Full–time
Apply on Career At IDFC First Bank
Apply on Jobrapido.com
Job description
Job Requirements
Job Title: Deputy Manager-Acquisition(Corporate Salary)
Function/ Department: Branch Banking
Job Purpose:
The role entails direct customer interaction and is responsible for business acquisition of corporate Salary accounts for a designated branch. It will also entail explaining and selling banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers. The role bearer has a responsibility to support Sales Manager in catchment mapping, customer feedback and identifying and converting potential opportunities. The role bearer is responsible for driving client acquisition, deepening customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals.
Roles & Responsibilities:
Key / Primary Responsibilities of the Role - List the primary deliverables
• Acquisition of NTB Corporate Salary account customers in the identified segment and reference generation from the specified catchment area
• Ensure acquisition of high quality corporate salary accounts in terms of product mix, segments and constitution mix
• Proactive registration, account activation and 3 month funding for incentive gating
• Engage customers with multiple products at the time of account Opening (viz: Mobile banking / Net banking registration / RD- FD activation)
• Meet and exceed the defined targets of new customer acquisitions month on month by analysing transaction banking needs of the customer
• Assist and support the Sales Manager in catchment mapping and scoping exercise
• Provide regular feedback to SM / RM on opportunities and customer needs
• Ensure adherence to selling norms, account opening formalities and KYC norms
• Ensure strict compliance with internal guidelines and external regulations
• Ensure quality sourcing in line with the Bank's policy
• Preparation of wish list of customers through promotion activities
• Generating leads for family accounts and other cross sell products
• Proactive resolution of customer queries
Secondary Responsibilities - List the deliverables other than primary, but essential for the role
• High degree of market awareness and understanding of customer's needs
• Collaborate with other branch departments and functions to provide products and service offerings to the customer to ensure customer centricity
Key Success Metrics
Revenue, Customer Acquisition targets, Cross Sell
Education Qualification:
Graduation: Any Graduation
Post-graduation: Any Post-graduation
Experience:
Minimum Number of Years - 0-4 years
Industry – BFSI
Functional Area – Sales
CASA Relationship Manager | Branch Banking
Top Private Bank • Kolkata, West Bengal • via Workassist.in
₹5L a year
Full–time
No Degree Mentioned
Apply directly on Workassist.in
Apply on Latest Jobs | Jobsiya.co.in
Apply on CallCenterJob.co.in
Job description
• Business Development: Achieve business objectives by sourcing new CASA customers and expanding relationships with existing clients.
• Sales Targets: Meet targets related to value, volume, and channel productivity metrics.
• Cross-Selling: Promote and cross-sell bank products such as insurance and other third-party offerings.
• Customer Acquisition: Engage in proactive customer acquisition throug...
Report this listing
I
IDFC FIRST Bank
Deputy Manager-Acquisition (Corporate Salary)
IDFC FIRST Bank • Kolkata, West Bengal • via Career At IDFC First Bank
Full–time
Apply on Career At IDFC First Bank
Apply on Jobrapido.com
Job description
Job Requirements
Job Title: Deputy Manager-Acquisition(Corporate Salary)
Function/ Department: Branch Banking
Job Purpose:
The role entails direct customer interaction and is responsible for business acquisition of corporate Salary accounts for a designated branch. It will also entail explaining and selling banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers. The role bearer has a responsibility to support Sales Manager in catchment mapping, customer feedback and identifying and converting potential opportunities. The role bearer is responsible for driving client acquisition, deepening customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals.
Roles & Responsibilities:
Key / Primary Responsibilities of the Role - List the primary deliverables
• Acquisition of NTB Corporate Salary account customers in the identified segment and reference generation from the specified catchment area
• Ensure acquisition of high quality corporate salary accounts in terms of product mix, segments and constitution mix
• Proactive registration, account activation and 3 month funding for incentive gating
• Engage customers with multiple products at the time of account Opening (viz: Mobile banking / Net banking registration / RD- FD activation)
• Meet and exceed the defined targets of new customer acquisitions month on month by analysing transaction banking needs of the customer
• Assist and support the Sales Manager in catchment mapping and scoping exercise
• Provide regular feedback to SM / RM on opportunities and customer needs
• Ensure adherence to selling norms, account opening formalities and KYC norms
• Ensure strict compliance with internal guidelines and external regulations
• Ensure quality sourcing in line with the Bank's policy
• Preparation of wish list of customers through promotion activities
• Generating leads for family accounts and other cross sell products
• Proactive resolution of customer queries
Secondary Responsibilities - List the deliverables other than primary, but essential for the role
• High degree of market awareness and understanding of customer's needs
• Collaborate with other branch departments and functions to provide products and service offerings to the customer to ensure customer centricity
Key Success Metrics
Revenue, Customer Acquisition targets, Cross Sell
Education Qualification:
Graduation: Any Graduation
Post-graduation: Any Post-graduation
Experience:
Minimum Number of Years - 0-4 years
Industry – BFSI
Functional Area – Sales
💡 Quick Summary
Seeking a career-building opportunity? The Deputy Manager-Acquisition (Corporate Salary) 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.
