02 Aug
|
Acura solutions
|
Gujarat
02 Aug
Acura solutions
Gujarat
Job Purpose
Responsible for driving the growth of the branch's retail liabilities portfolio by acquiring recent customers, deepening relationships with existing customers, mobilizing deposits, cross-selling banking products, and ensuring high standards of customer service while achieving business targets.
Key Responsibilities
- Acquire new CASA (Current & Savings Account) customers and generate retail liability business.
- Mobilize deposits including Savings Accounts, Current Accounts, Fixed Deposits (FDs), and Recurring Deposits (RDs).
- Manage and deepen relationships with existing customers to enhance portfolio value.
- Source high-value customers through referrals, local market activities, and corporate salary tie-ups.
- Cross-sell banking products such as insurance, mutual funds, debit/credit cards, lockers, and digital banking solutions.
- Achieve monthly, quarterly, and annual business targets for liabilities and fee income.
- Conduct customer meetings, branch activities, and lead generation campaigns.
- Ensure superior customer experience and timely resolution of customer queries.
- Maintain compliance with KYC, AML, RBI guidelines, and internal bank policies.
- Coordinate with branch operations and product teams for seamless customer onboarding.
Leadership Responsibilities
- Mentor and support Relationship Officers/Sales Executives (where applicable) to achieve branch business goals.
- Drive sales initiatives and monitor individual performance against targets.
📌 Branch Relationship Manager-Retail Liabilities-Ahmedabad (Gujarat)
🏢 Acura solutions
📍 Gujarat