Relationship Manager

Veerwal Getwork Services; Gandhidham; On-site; INR 600,000 - 800,000; Full time

Job summary

Veerwal Getwork Services in Gandhidham, Gujarat, is seeking a Relationship / Sales Manager - CASA for Branch Banking. You will drive acquisition of high end current and savings accounts through open market leads and close targets in a monthly cycle.

Responsibilities include onboarding of customers, ensuring AQB balances, promoting internet banking and DSB, and cross-selling products by coordinating with branch managers and product teams. English proficiency required.

Qualifications

• Acquisition of high end current accounts through open market.
• Cross selling of bank products.
• Knowledge of KYC & AML procedures.
• Fluency in English, both written and spoken.

Responsibilities

• Acquire high end current accounts through open market lead generation and close CASA within a month.
• Ensure onboarding and smooth transition to branch banking team.
• Drive AQB balances, internet banking penetration, and DSB-related targets.
• Generate leads and liaise with branch manager and product teams to offer solutions.

Skills

Excel

Banking Knowledge

Communication Skills

Job description

Job Description

Relationship / Sales Manager - CASADepartmentBranch Banking

Position Purpose

Acquisition of High End Current / Savings Accounts through open market along with cross selling of other products of the Bank.

Position Responsibilities

• 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
• Ensure successful onboarding of customer for a smooth transition to branch banking team.
• 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.
• Activities for lead generation
• 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
  Competency Requirements
  Technical Skills
  SkillAttributeComputer SkillsGood skills of Excel. Banking KnowledgeCandidates with basic knowledge of Business Banking, Trade/FX will be preferable.
  Behavioural Skills
  SkillAttributeCommunication SkillsGood written & verbal communication.

Fluency in English (written and spoken) Presentable and with High Grooming standards