Urgent opening in Pvt Bank for the position of Relationship manager casa sales

  • Category: Bank Jobs
  • Location: Pune, Maharashtra
  • Job Type: Full Time / Part Time
  • Salary: Estimated: $ 23K to 33K
  • Published on: 2025/10/03

काम का वर्णन
Urgent opening in Pvt Bank for the position of Relationship manager casa sales in Delhi NCR.

Functional

Designation

Relationship Manager - Premium Account

Department Branch Banking

Job Sales / Acquisition

Reporting To Branch Manager
• Position Purpose

Acquisition of High End Current Accounts through open market along with cross selling

of other products of the Bank.
• Position Responsibilities

Sr. Key Responsibilities

1 New to bank acquisition of high end current accounts through open market lead

generation and closure, 45 CA in a month of which 2 should be PCA IP of 3 lacs,

M1 MAB of 4 lacs.

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
• Qualifications and Experience Requirement

Qualifications

Minimum Graduate

Preferred MBA + IRDA qualified
Experience

Essential - 2-3 years of experience in New to Bank Current account

acquisition with a bank, preferably in SME segment
• Must possess good knowledge of commercial catchments

and business segments for new to bank acquisition.
• Should know the local language.
• Competency Requirements
• Technical Skills

Skill Attribute

Computer Skills Good skills of Excel.

Banking Knowledge Candidates with basic knowledge of Business Banking,

Trade/FX will be preferable.
• Behavioural Skills

Skill Attribute

Communication Skills Good written verbal communication. Fluency in English

(written and spoken)

Presentable and with High Grooming standards

If any one interested please share your updated cv on my mail id - info.spbcgroup@gmail.com

Mob- +821330130

This job is provided by Shine.com


Company Name: Synergy Plus

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