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Urgent Opening for Relationship Manager-CASA role for Delhi/NCR location

2.00 to 7.00 Years   Noida   02 Mar, 2024
locus enterprises
Job LocationNoida
EducationNot Mentioned
SalaryNot Disclosed
IndustryBFSI
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    SECTION III: KEY RESPONSIBILITIES / ACCOUNTABILITIESCore Responsibilities(Scorecard deliverable) Responsible for managing CASA value-growthGenerating fee income from Trade Forex, Retail Banking & Business Banking relationshipsCross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker)Acquiring the high-value CASA relationships from within the groupIncreasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the bookStrategic/ Managerial Responsibilities Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other productsSuperlative client servicing standards & rigor in managing the relationshipThorough understanding of transactional and commercial banking productsDrive superior product & process for sales and service to premier CA client, along with necessary feedback to Program Team for enhanced product developmentSeek references from existing clients to generate prospect list for New to Bank acquisitionTo provide a differential customer experience that supports our YFB value proposition & also ensure maintenance of minimum YFB threshold and retention of business customerTo focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SATo understand and maintain details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks. Position our value proposition linking benefits to the customers key business requirement / issuesShould be a team player and be able to work in cross-functional environmentRisk and Internal Controls To follow the risk policies and processes prescribed within the bank for operational, regulatory, financial, informational, reputational and audit risksEnsuring the processes are understood & the same is carried out in regular functioningTo adhere to sales process & KYC norms of the bank

Keyskills :
casa salessales

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