Relationship Manager

Grampro Business Services; Salem, Chennai, Coimbatore District; Vor Ort; INR 420.000 - 660.000; Vollzeit

Benefits dieser Stelle

Zusammenfassung

Grampro Business Services invites applications for Assistant Manager / Deputy Manager in Relationship / Sales for CASA products. The role focuses on acquiring high-end current and savings accounts through open market leads, with cross-selling of bank products.

Location is PAN India, reporting to the Branch Manager. Responsibilities include lead generation, compliance with KYC & AML, onboarding and activation to meet AQB targets, and collaboration with the Branch Manager and product teams to

Qualifikationen

• Acquisition of high-end CASA via open market.
• Adherence to KYC & AML guidelines.
• Onboarding of customers to the bank.
• Activation of accounts to meet AQB and cross-sell targets.

Aufgaben

• 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 transaction 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 (RBL, trade, FX, CMS/DSB etc.) to offer right business solutions to the customer.

Kenntnisse

Lead generation

KYC compliance

Relationship management

Cross-selling

Jobbeschreibung

Job Description

Functional Designation - Relationship / Sales Manager - CASA

Department

Branch Banking

Job

Sales / Acquisition

Job Title

Assistant Manager; Deputy Manager

Location

PAN India- As defined

Reporting To

Branch Manager

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 transaction 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
  (RBL, trade, FX, CMS/DSB etc.) to offer right business solutions to the customer.