Job description

Role & responsibilities

- Responsible for managing CA value-growth.
- Generating fee income from Trade Forex, Retail Banking & Business Banking relationships.
- Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker).
- Acquiring the high-value CASA relationships from within the group
- Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book
- Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products.
- Superlative client servicing standards & rigor in managing the relationship.
- Thorough understanding of transactional and commercial banking products.
- Drive superior product & process for sales and service to premier CA client, along with necessary feedback to Program Team for enhanced product development.
- Seek references from existing clients to generate prospect list for New to Bank acquisition.




- To provide a differential customer experience that supports our Bank value proposition & also ensure maintenance of minimum Bank threshold and retention of business customer.
- To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA.
- To understand and maintain details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks. Position our value proposition linking benefits to the customers key business requirement / issues.
- Should be a team player and be able to work in cross-functional workplace.

Interested candidates can directly share their resumes with me on my Email ID [email protected] or Whatsapp Number (phone hidden).

📌 Current Account Relationship Manager_Leading Bank_Mumbai (Thane)
🏢 V-Konnect
📍 Thane