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13/10 Shalini Mishra
HR Recruiter at Cyitechsearch

Views:27 Applications:11 Rec. Actions:Recruiter Actions:2

Relationship Manager - CASA Sales - Bank (2-5 yrs)

Chennai/Tamil Nadu/Goa/Kerala Job Code: 295904

Job Description

Functional

Relationship / Sales Manager - CASA

Designation :

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 trade, FX, CMS/DSB etc.) to offer right business solutions to the customer

Qualifications and Experience Requirement :

- 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 :

- Computer Skills

- Good skills of Excel.

- Banking Knowledge

- Candidates with basic knowledge of Business Banking,

- Trade/FX will be preferable.

Behavioral Skills :

- Attribute

- Communication Skills

- Good written & verbal communication.

Fluency in English (written and spoken)


- Presentable and with High Grooming standards

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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