Bright IT Global Solutions Private Limited
Location
Vadodara | India
Job description
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
Sr.
Key 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
• 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
Job tags
Salary
