Premium Current Accounts Relationship Manager

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
• Make RBL Bank a primary bank for customer and get maximum wallet share

Key Result / Responsibility Areas:

a) Acquisition of Business Entity (Current Account) customers

• Acquisition of NTB High Value Current Accounts
• NTB Acquisition of Current accounts dealing in international Trade
• Identify and Acquire New to Bank working capital limit customers with Trade Limits viz Buyers Credit, PCFC, LC,BG etc
• Acquire 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.

• Cross Sell Bank Products for revenue generation and engagement
• Basis customer business requirement cross sell products like POS , Payment Gateway, Trade /Forex ( LC /BG/ Remittance /OD) , Doorstep Banking Services.
• Cross Sell various RBL Bank products like TPP, FD. Credit Card, Loans to customers and related group business/ family
• Drive active business transaction through RBL bank account
• Should know the customers business in order to provide banking and financial solutions
• Register customer for various Direct Banking Channels of the bank