Functional DesignationRelationship / Sales Manager - CASADepartmentBranch BankingJobSales / AcquisitionJob Title Assistant Manager; Deputy ManagerLocation PAN India- As definedReporting 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 Responsibilities1New 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 & AML2Ensure successful onboarding of customer for a smooth transition to branch banking team.
3Activation 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.
4Activities for lead generation
5Cross 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
QualificationsMinimumGraduate Preferred MBA + IRDA qualifiedExperienceEssential2-3 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
SkillAttributeComputer SkillsGood skills of Excel. Banking KnowledgeCandidates with basic knowledge of Business Banking, Trade/FX will be preferable.
Behavioural Skills
SkillAttributeCommunication SkillsGood written & verbal communication. Fluency in English (written and spoken) Presentable and with High Grooming standards
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 recent 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
Note: If interested, please share resume to
[email protected]
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