Rm- Casa Sale- Mp @ Synergy Plus Business

Job Description

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A renowned private bank is hiring for RELATIONSHIP MANAGER CASA- SALES 

POSITION- RELATIONSHIP MANAGER -RMPA CASA 

GRADE- ASSISTANT MANAGER / DEPUTY MANAGER 

LOCATION- UJJAIN /BHOPAL/ JABALPUR/ HOSHANDABAD 

SALARY PACKAGE- 5 LPA 

Relationship Manager - Premium Accounts(CASA Sales)

Grade- AM/DM

Department

Sales / Acquisition

1. Position Purpose

Acquisition of High End Current Accounts through open market along with cross selling of

other products of the Bank.

1. Position Responsibilities

Sr. Key Responsibilities

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.

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

1. Qualifications and Experience Requirement

Qualifications

Minimum

Graduate with minimum 50%

Preferred

MBA + IRDA qualified

Experience

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.D. Competency Requirements

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Keyskills:   saving account casa savings accounts bde casa sales liability sales current account retail banking acquisition officer casa sales officer