Job Description
Functional Designation
Relationship Manager - Premium Accounts(CASA Sales)
Grade- AM/DM
Location
Delhi/mumbai/chennai/bangalore/Ahmedabad/punjab/UP/Hyderabad
1-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segment
Reporting To-Senior Relationship Manager - Premium Current Account
A.Position Purpose
Acquisition of High End Current Accounts through open market along with cross selling of other products of the Bank.
B.Position Responsibilities
Key Responsibilities
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.
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
C.Qualifications and Experience Requirement
Qualifications
Minimum
Graduate with minimum 50%
INTERESTED CANDIDATES CAN APPLY - [email protected]
phone no- +315XXXXXX
Name- Raksha
Relationship Manager - Premium Accounts(CASA Sales)
Grade- AM/DM
Location
Delhi/mumbai/chennai/bangalore/Ahmedabad/punjab/UP/Hyderabad
1-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segment
Reporting To-Senior Relationship Manager - Premium Current Account
A.Position Purpose
Acquisition of High End Current Accounts through open market along with cross selling of other products of the Bank.
B.Position Responsibilities
Key Responsibilities
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.
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
C.Qualifications and Experience Requirement
Qualifications
Minimum
Graduate with minimum 50%
INTERESTED CANDIDATES CAN APPLY - [email protected]
phone no- +315XXXXXX
Name- Raksha
💡 Quick Summary
Seeking a career-building opportunity? The Opening For Relationship Manager| CASA position is now open for candidates interested in the Bank Jobs sector. This role in Bangalore 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.
