CEO at Synergy Plus Business Consulting Group
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Assistant Manager/Deputy Manager - CASA Sales - Bank (2-5 yrs)
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 :
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.
Behavioral Skills :
Skill Attribute :
- Communication Skills Good written & verbal communication. Fluency in English (written and spoken)
- Presentable and with High Grooming standards
