Job Description
Job Title: CRM (Current Account RM)
Overall Goal:
• Current Account RM will be responsible for
• Acquisition of new Business Entity customers and creating CA Book
• Management of Acquired Current Account customers
• Enhancement of the relationship by cross-selling products and services as per
• the profile && need of the these current account customers
• Deepening the size of the relationship and retention of the customers by
• providing the best possible services and being the dedicated point of contact for
• these customers
Relationship Manager CASA
Acquisition of High-End Current Accounts through open market along with cross
selling of other products of the Bank.
1 New to bank acquisition of high end current accounts through open market lead
generation and closure, 4~5 CA in a month of which 2 should be PCA && IP of 3 lacs,
M1 MAB of 4 lacs.
2 Ensure successful onboarding of customer for a smooth transition to branch banking
team.
Wealth RM
1. Increasing the Liability book and Investment AUM portfolio size through,
deepening and new acquisition.
2. Revenue generation through cross sell of business banking and wealth products
like Trade Forex, Insurance, Investments, Retail Assets etc.
3. Ensure quality of sourcing by acquiring Potential Insignia Clients.
4. Acquiring and managing both business, individual (resident and NRI) clients.
5. Increase product penetration and exit barriers, by cross- selling more number of
products per client.
Interested one can share their updated resume on recruiter4.spbcgroup@gmail.com
Overall Goal:
• Current Account RM will be responsible for
• Acquisition of new Business Entity customers and creating CA Book
• Management of Acquired Current Account customers
• Enhancement of the relationship by cross-selling products and services as per
• the profile && need of the these current account customers
• Deepening the size of the relationship and retention of the customers by
• providing the best possible services and being the dedicated point of contact for
• these customers
Relationship Manager CASA
Acquisition of High-End Current Accounts through open market along with cross
selling of other products of the Bank.
1 New to bank acquisition of high end current accounts through open market lead
generation and closure, 4~5 CA in a month of which 2 should be PCA && IP of 3 lacs,
M1 MAB of 4 lacs.
2 Ensure successful onboarding of customer for a smooth transition to branch banking
team.
Wealth RM
1. Increasing the Liability book and Investment AUM portfolio size through,
deepening and new acquisition.
2. Revenue generation through cross sell of business banking and wealth products
like Trade Forex, Insurance, Investments, Retail Assets etc.
3. Ensure quality of sourcing by acquiring Potential Insignia Clients.
4. Acquiring and managing both business, individual (resident and NRI) clients.
5. Increase product penetration and exit barriers, by cross- selling more number of
products per client.
Interested one can share their updated resume on recruiter4.spbcgroup@gmail.com
💡 Quick Summary
Seeking a career-building opportunity? The Hiring for Current Account RM| CASA RM| Wealth RM in a leading Bank position is now open for candidates interested in the Bank Jobs sector. This role in Bengaluru 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.
