Job Description

Handle day-to-day banking operations and customer service requests.

Process and manage banking transactions accurately and within TAT.

Ensure compliance with bank policies, KYC/AML guidelines and regulatory requirements.

Coordinate with different teams to resolve customer queries and issues.

Maintain accurate records and documentation.

Deliver excellent customer experience and build long-term relationships.

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

ExperienceEssential2-3 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

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

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

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.

Behavioural Skills

Skill Attribute

Communication Skills Valuable 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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