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Current Account Team Leader ( Bangalore )


Changeleaders.in


Location

Bangalore | India


Job description

Job Description

Position Name: Current Account Team Leader

Exp: 3 to 10 years

Loc: Bangalore

Primary Skills: Relationship Management, CASA

Roles And Responsibilities

  • Managing the banking and investments relationship Au Royale clients and responsible for overall growth of Liabilities & Investment business from HNI segment.
  • Increase CASA balance in allocated portfolio either through Deepening or Acquisition of NTB Royale Customer,
  • Proactively and timely identifies potential problem accounts and formulates appropriate risk.
  • mitigating strategies.
  • Manage customer migration between segments, sub-segments and the HNI business.
  • Grow portfolio profitability through the utilization of available multi-channel delivery strategies, such as actively managing customer migration onto electronic banking channels.
  • Develop, manage, and expand Au Royale customer relationships by providing service level which exceeds client expectations of the most important customer segment
  • Ensure all sales activity is recorded online as per the organizational process (CRM)
  • Develops new and expands existing High Net worth Customer relationships for liabilities and retail assets.
  • Informs customers about new products or product enhancements to further expand the banking relationship.
  • Capture and maximize the business opportunity through detailed client profiling as per organizational process (CRM)
  • Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities
  • Responsible for ensuring that the Sales targets in no's & values are met as per defined scorecard.

Desired Candidate Profile

  • Minimum Graduate, Masters degree in a related field will be an added advantage.
  • Experience of 3- 10 years in Retail Banking; preferably in relationship/transactional banking
  • Good time management skills, selling skill, Interpersonal and communication skills, Well versed with English and local Language.
  • Customer-service orientation, Negotiation and Persuasion skills & Relationship building Skills, Organized and Result-orientation.
  • Willingness to travel as needs require, Honesty and Integrity
  • Ability to work under pressure.


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