Current Account Relationship Manager_Leading Bank_Pune

V Konnect; Pune District; On-site; INR 800,000 - 1,400,000; Full time

Job summary

V Konnect in Pune is hiring a Banking Relationship Specialist focused on CA value growth, generating fee income from Trade Forex, Retail Banking and Business Banking relationships. You will cross-sell wealth products (MF, LI, GI, CC, Y-SEC, Locker), acquire high-value CASA relationships, and deepen CA-led relationships to meet target sheets across multiple product lines.

The role requires thorough knowledge of transactional and commercial banking products and a collaborative approach to deliver

Responsibilities

• - Responsible for managing CA value-growth.
• - Generating fee income from Trade Forex, Retail Banking & Business Banking relationships.
• - Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker).
• - Acquiring the high-value CASA relationships from within the group
• - Increasing the CTG & PTG ratio in the book
• - Deepening & Up-Selling on key CA-led relationships to achieve targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products.
• - Thorough understanding of transactional and commercial banking products.
• - Drive superior product & process for sales and service to premier CA client, along with feedback to Program Team for enhanced product development.
• - Seek references from existing clients to generate prospect list for New to Bank acquisition.
• - To provide a differential customer experience that supports our Bank value proposition & retention of business customers.
• - To 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 SA.
• - To understand and maintain details regarding nature of business and business model to extract opportunities and risks.
• - Should be a team player and work in cross-functional environment.

Job description

Job description

Role & responsibilities

• - Responsible for managing CA value-growth.
• - Generating fee income from Trade Forex, Retail Banking & Business Banking relationships.
• - Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker).
• - Acquiring the high-value CASA relationships from within the group
• - Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book
• - 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 products.
• - Superlative client servicing standards & rigor in managing the relationship.
• - Thorough understanding of transactional and commercial banking products.
• - Drive superior product & process for sales and service to premier CA client, along with necessary feedback to Program Team for enhanced product development.
• - Seek references from existing clients to generate prospect list for New to Bank acquisition.
• - To provide a differential customer experience that supports our Bank value proposition & also ensure maintenance of minimum Bank threshold and retention of business customer.
• - To 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 SA.
• - To 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 / issues.
• - Should be a team player and be able to work in cross-functional environment.