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Relationship Manager

1.00 to 5.00 Years   Chennai,Bangalore   31 Dec, 2024
BRIGHT IT GLOBAL SOLUTIONS PRIVATE LIMITED
Job LocationChennai,Bangalore
EducationNot Mentioned
SalaryRs 1.0 - 4.0 Lakh/Yr
IndustryBanking
Functional AreaInvestment Banking / M&A
EmploymentTypeFull-time

Job Description

    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 on boarding 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 2-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segmentMust possess good knowledge of commercial catchments and business segments for new to bank acquisition.Should know the local language.
    Competency RequirementsTechnical 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 Good written & verbal communication.Fluency in English (written and spoken)
    • Presentable and with High Grooming standards

Keyskills :
current accountcross sellingkycamlcasasaving accountsales managerassistant managerrelationship manager

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