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

Qualifications and Experience Requirement

Qualifications

Minimum

Graduate

Preferred

MBA + IRDA qualified

Experience

Essential

0-10 years of experience in Current 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.

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