Job Description
Job Description
Job Title:
PCRM (Preferred Current Account RM)
Location- All pune, Mumbai, Delhi/NCRCTC- 5 lpa to 8 Lpa
Interview- immediatelyOverall 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 customersMake RBL Bank a primary bank for customer and get maximum wallet shareKey Result /
Responsibility Areas:
Acquisition of Business Entity (Current Account) customers Acquisition of NTB High Value Current Accounts NTB Acquisition of Current accounts dealing in international TradeIdentify and Acquire New to Bank working capital limit customers with Trade Limits viz Buyers Credit, PCFC, LC,BG etcAcquire New to Bank customer requiring Assets Limits Business Loans, Cash Management Services & Door Step Banking, API Banking and other allied Current Account services RM will have to create his own CA book by self-sourcing, Market Visit & Industry & Area Scoping, External References & Leads.
Portfolio Management Engage with Acquired customer on regular basis and ensure that Group company and Family customers also bank with RBL BankRegularly interact with the customer to build rapport, customer profiling should be used to set customer level objectives post discussion branch Manager/TL.
Customer interaction to be regular updated in system provided.
Ensure that within each customer group a minimum number of stipulated Income Generating products are sold as per the customers profile and needs.
RM to Cross sell appropriate products to the customers and ensure activate usage.
Enhance Values within each of the customer groups by ensuring that a/cs are activated s Thankssunita
Job Title:
PCRM (Preferred Current Account RM)
Location- All pune, Mumbai, Delhi/NCRCTC- 5 lpa to 8 Lpa
Interview- immediatelyOverall 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 customersMake RBL Bank a primary bank for customer and get maximum wallet shareKey Result /
Responsibility Areas:
Acquisition of Business Entity (Current Account) customers Acquisition of NTB High Value Current Accounts NTB Acquisition of Current accounts dealing in international TradeIdentify and Acquire New to Bank working capital limit customers with Trade Limits viz Buyers Credit, PCFC, LC,BG etcAcquire New to Bank customer requiring Assets Limits Business Loans, Cash Management Services & Door Step Banking, API Banking and other allied Current Account services RM will have to create his own CA book by self-sourcing, Market Visit & Industry & Area Scoping, External References & Leads.
Portfolio Management Engage with Acquired customer on regular basis and ensure that Group company and Family customers also bank with RBL BankRegularly interact with the customer to build rapport, customer profiling should be used to set customer level objectives post discussion branch Manager/TL.
Customer interaction to be regular updated in system provided.
Ensure that within each customer group a minimum number of stipulated Income Generating products are sold as per the customers profile and needs.
RM to Cross sell appropriate products to the customers and ensure activate usage.
Enhance Values within each of the customer groups by ensuring that a/cs are activated s Thankssunita
💡 Quick Summary
Seeking a career-building opportunity? The Rm|casa Acquisition|pune|mumbai|delhi|ncr position is now open for candidates interested in the Bank Jobs sector. This role in Pune 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.