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Mount Talent Consulting
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Urgent Role|| Relationship Manager (CASA)

Urgent Role|| Relationship Manager (CASA)

Mount Talent Consulting

2 - 7 years

2 - 5 Lacs

New Delhi Bengaluru Delhi / NCR

Posted:2 months ago| Platform:

Apply

Skills Required

Casa Sales Saving Account Liability Products Casa Mutual Funds Life Insurance Casa Acquisition Field Sales Current Account Banking Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Description Functional Designation Relationship Manager - Premium Account Department - Branch Banking Offered grade - Assistant Manager/Deputy Manager Job Sales / Acquisition Reporting To Branch Manager A. Position Purpose Acquisition of High End Current Accounts through open market along with cross selling of other products of the Bank. B. 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 (trade, FX, CMS/DSB etc.) to offer right business solutions to the customer C. Qualifications and Experience Requirement 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.

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Urgent Role|| Relationship Manager (CASA)