Job Title: CRM (Current Account RM)
Overall Goal:
Relationship Manager CASA
Acquisition of High-End Current Accounts through open market along with cross
selling of other products of the Bank.
1 New to bank acquisition of high end current accounts through open market lead
generation and closure, 4~5 CA in a month of which 2 should be PCA && IP of 3 lacs,
M1 MAB of 4 lacs.
2 Ensure successful onboarding of customer for a smooth transition to branch banking
team.
Wealth RM
1. Increasing the Liability book and Investment AUM portfolio size through,
deepening and new acquisition.
2. Revenue generation through cross sell of business banking and wealth products
like Trade Forex, Insurance, Investments, Retail Assets etc.
3. Ensure quality of sourcing by acquiring Potential Insignia Clients.
4. Acquiring and managing both business, individual (resident and NRI) clients.
5. Increase product penetration and exit barriers, by cross- selling more number of
products per client.
Interested one can share their updated resume on hidden_email
Keyskills: bde casa current account casa sales saving account wealth management crp bdm relationship manager hni
“To Provide wide range of quality services on time at economical cost to our clients passionately and with a smile to enable them to drive rapid sustainable growth of their respective Businesses”