Relationship Manager

Job Description
Functional Designation -Relationship / Sales Manager - CASA

DepartmentBranch Banking

JobSales / 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
1)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

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