Locations: Hyderabad
Banjara Hills
Chanda Nagar
Gaddiannaram
Abids
Kukatpally
Madhapur
Secunderabad
Habsiguda

: Current Account Relationship Manager
Role: Relationship Manager, Current Account (CA) Acquisition & Portfolio Handling
Function: Business Banking / Branch Banking / Liabilities
Experience: 1 to 4 years

Role Summary The Current Account Relationship Manager will acquire recent-to-bank (NTB) current account customers and manage and grow an existing portfolio of business clients. The role involves sourcing SME, trader and business-owner accounts, deepening their banking relationships, and driving balances and cross-sell.

Key Responsibilities

Acquisition
Source and onboard recent current account customers among SMEs, traders, proprietors, partnership firms, private limited companies and professionals.
Generate leads through market visits, references, channel partners, local business networks and existing customers.
Achieve monthly and quarterly targets for account openings, average quarterly balance (AQB) and CASA volumes.
Handle KYC, documentation and account opening so that it is fully compliant.

Portfolio Handling
Manage an assigned portfolio of current account customers and maintain regular contact with them.
Track balance movement, dormancy and attrition,



and take timely action to retain and reactivate accounts.
Address customer queries and service issues quickly, coordinating with operations and service teams.
Grow wallet share through higher balances, transaction volumes and digital adoption.

Cross-Sell
Cross-sell trade and forex services, cash management, POS, payment gateway, salary accounts, business loans, insurance and other bank products.
Identify opportunities from account behaviour and customer needs.

Compliance & Reporting
Follow bank policies, KYC/AML norms and regulatory guidelines.
Maintain an accurate lead pipeline and MIS, and report on performance regularly.

Required Qualifications & Skills
Graduate in any discipline (MBA/PGDM in Finance or Marketing preferred).
1 to 4 years of experience in current account acquisition, business banking, SME banking or CASA sales with a bank or a fintech/NBFC with a similar mandate.
Proven record of meeting acquisition and AQB targets.
Sound knowledge of current account products, KYC norms and the local business market.
Robust communication, negotiation and relationship-building skills.
Willingness to do field sales and client visits.
Working knowledge of MS Office and CRM tools.

📌 Current Account Relationship Manager Hyderabad
🏢 KMZ Services
📍 Hyderabad