Relationship Manager

Skillventory; Ahmedabad District; On-site; INR 300,000 - 420,000; Full time

Job summary

Skillventory invites applications for a role focused on acquiring new-to-bank current accounts and building a robust CASA portfolio in Gujarat, India. The incumbent will drive end-to-end onboarding, KYC/AML compliance and account activation, while nurturing relationships with SMEs, traders and business owners.

The candidate will map the market, generate leads, and work toward monthly targets for new accounts and AQB, with opportunities to cross-sell and deepen customer relationships within a

Responsibilities

• Acquire NTB Current Account customers through open-market sourcing, referrals, networking and business visits.
• Build and maintain a strong CASA portfolio and achieve monthly acquisition and balance targets.
• Identify prospects among SMEs, traders, self-employed professionals, corporates and business owners.
• Generate leads through market mapping, cold calling and customer references.
• Ensure successful account opening, KYC, AML and customer onboarding.
• Activate newly acquired accounts and ensure healthy AQB and regular transactions.
• Manage and deepen relationships with existing customers.
• Cross-sell banking products including Business Loans, Working Capital, Trade Finance, CMS, POS, Insurance and Investments.

Job description

Role & responsibilities

• Acquire New-to-Bank (NTB) Current Account customers through open-market sourcing, referrals, networking and business visits.
• Build and maintain a strong CASA portfolio and achieve monthly acquisition and balance targets.
• Identify prospects among SMEs, traders, self-employed professionals, corporates and business owners.
• Generate leads through market mapping, cold calling and customer references.
• Ensure successful account opening, KYC, AML and customer onboarding.
• Activate newly acquired accounts and ensure healthy Average Quarterly Balance (AQB) and regular transactions.
• Manage and deepen relationships with existing customers.
• Cross-sell Business Loans, Working Capital, Trade Finance, CMS, POS, Insurance, Investments and other banking products.