Relationship Manager

Role & responsibilities

Job Description

Functional Designation

Relationship / Sales Manager - CASA

Department

Branch Banking

Job

Sales / Acquisition

Job Title

Assistant Manager; Deputy Manager

Location

PAN India- As defined

Reporting To

Branch Manager

Position Purpose

Acquisition of High End Current / Savings Accounts through open market along with cross selling of other products of the Bank.

Position Responsibilities

Sr.

Key Responsibilities

1 New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month

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

Qualifications and Experience Requirement

Qualifications

Minimum

Graduate

Preferred

MBA + IRDA qualified

Experience

Essential

2-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segment

Must possess good knowledge of commercial catchments and business segments for new to bank acquisition.

Should know the local language.

Competency Requirements

Technical Skills

Skill

Attribute

Computer Skills

Good skills of Excel.

Banking Knowledge

Candidates with basic knowledge of Business Banking, Trade/FX will be preferable.

Behavioural Skills

Skill

Attribute

Communication Skills

Good written & verbal communication. Fluency in English (written and spoken)

Presentable and with High Grooming standards

Preferred candidate profile

Perks and benefits