Job Description
• A.
• Acquisition and Value Build Up : Work on CA NAV Enablers and catchment for acquisition of Current Accounts Acquisition of 6 Self Sourced Current Accounts (LG=LC) on monthly basis Acquisition of NAV AMB of Rs 10 Lac in Metro / Rs 5 Lac in Non Metro location on monthly basis.
• Ensure overall value enhancement from the self sourced customer Achievement of new acquisition value and number plan for retail current accounts for the branch.
• (responsibility on new acquisition plans/product mix etc.
• will be basis the acquisition model) Cross Sell 3 Retail Asset per month Cross Sell Business Asset (LAP,EEG,BBG,ECG)/ Business Loan worth Rs 25 Lakhs per month B.
• Current Account Quality & Hygiene : Responsible for quality of Self sourced Accounts AQB maintenance in self sourced accounts Maintain quality benchmarks for Activation / balance maintenance / Digital Activation & Family Banking.
• Responsible to ensure Customer On-boarding/Process Adherence/Supervisory Reviews/Joint Calls with adherence to Bank policies and guidelines such as KYC & AML/reduction of FTNR Understanding the customer business and prepare customer profiler C.
• Product and Market Penetration: Focusing on Profile-based selling approach, for cross - sell of value added products/services acquisition of new to bank liability customer through Enablers / referrals / Catchment Visits Support catchment profiling for the branch for CA potential with the help of branch / sales team Regular conduct activities in catchment area for lead generation for current accounts , have joint activities with other Asset departments for lead generation.
• D.
• Customer Engagement: Engaging with Self Sourced Customers to increase balances and Product Penetration E.
• Digitalization: Activating self sourced customers on Digital Platforms CBX/E-Net/Net-Banking/Mobile Banking / Payment Gateway / ME / CMS / BillPay Ensure 75% of Self sourced accounts are digitally active F.
• Operations: Ensure forms are filled properly and processes within TAT.
Skills
• Basic knowledge of banking products / services
• Good relationship management and presentation skills
• Effective communication and influencing skills
• Preferably having prior experience in sales / relationship management roles in banking (including branch banking or other banking verticals) or financial services
• Acquisition and Value Build Up : Work on CA NAV Enablers and catchment for acquisition of Current Accounts Acquisition of 6 Self Sourced Current Accounts (LG=LC) on monthly basis Acquisition of NAV AMB of Rs 10 Lac in Metro / Rs 5 Lac in Non Metro location on monthly basis.
• Ensure overall value enhancement from the self sourced customer Achievement of new acquisition value and number plan for retail current accounts for the branch.
• (responsibility on new acquisition plans/product mix etc.
• will be basis the acquisition model) Cross Sell 3 Retail Asset per month Cross Sell Business Asset (LAP,EEG,BBG,ECG)/ Business Loan worth Rs 25 Lakhs per month B.
• Current Account Quality & Hygiene : Responsible for quality of Self sourced Accounts AQB maintenance in self sourced accounts Maintain quality benchmarks for Activation / balance maintenance / Digital Activation & Family Banking.
• Responsible to ensure Customer On-boarding/Process Adherence/Supervisory Reviews/Joint Calls with adherence to Bank policies and guidelines such as KYC & AML/reduction of FTNR Understanding the customer business and prepare customer profiler C.
• Product and Market Penetration: Focusing on Profile-based selling approach, for cross - sell of value added products/services acquisition of new to bank liability customer through Enablers / referrals / Catchment Visits Support catchment profiling for the branch for CA potential with the help of branch / sales team Regular conduct activities in catchment area for lead generation for current accounts , have joint activities with other Asset departments for lead generation.
• D.
• Customer Engagement: Engaging with Self Sourced Customers to increase balances and Product Penetration E.
• Digitalization: Activating self sourced customers on Digital Platforms CBX/E-Net/Net-Banking/Mobile Banking / Payment Gateway / ME / CMS / BillPay Ensure 75% of Self sourced accounts are digitally active F.
• Operations: Ensure forms are filled properly and processes within TAT.
Skills
• Basic knowledge of banking products / services
• Good relationship management and presentation skills
• Effective communication and influencing skills
• Preferably having prior experience in sales / relationship management roles in banking (including branch banking or other banking verticals) or financial services
💡 Quick Summary
Seeking a career-building opportunity? The RBB|BSM|Service position is now open for candidates interested in the Bank Jobs sector. This role in Jaipur 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.
