Hiring For Current Account Rm, Casa Rm, & @ Synergy Plus Business

Job Description

Job Title: CRM (Current Account RM)

Overall Goal: 

• Current Account RM will be responsible for
• Acquisition of new Business Entity customers and creating CA Book
• Management of Acquired Current Account customers
• Enhancement of the relationship by cross-selling products and services as per
• the profile && need of the these current account customers
• Deepening the size of the relationship and retention of the customers by
• providing the best possible services and being the dedicated point of contact for
• these customers

Relationship Manager CASA

Acquisition of High-End Current Accounts through open market along with cross
selling of other products of the Bank.
1 New to bank acquisition of high end current accounts through open market lead
generation and closure, 4~5 CA in a month of which 2 should be PCA && IP of 3 lacs,
M1 MAB of 4 lacs.
2 Ensure successful onboarding of customer for a smooth transition to branch banking
team.

Wealth RM

1. Increasing the Liability book and Investment AUM portfolio size through,

deepening and new acquisition.
2. Revenue generation through cross sell of business banking and wealth products
like Trade Forex, Insurance, Investments, Retail Assets etc.
3. Ensure quality of sourcing by acquiring Potential Insignia Clients.
4. Acquiring and managing both business, individual (resident and NRI) clients.
5. Increase product penetration and exit barriers, by cross- selling more number of
products per client.

Interested one can share their updated resume on hidden_email

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Keyskills:   crp casa sales saving account current account casa wealth management relationship manager assistant manager hni bdm