RM - CASA Sales
- Bright IT Global
- 1 Positions
- Ahmedabad
- 4 months ago
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Job Description
B. Position Responsibilities
Sr. Key Responsibilities
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.
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
C. Qualifications and Experience Requirement
Qualifications
Minimum Graduate with minimum 50%
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.
Employement Category:
Employement Type: Full timeIndustry: BankingRole Category: Sales / BDFunctional Area: Not SpecifiedRole/Responsibilies: RM - CASA SalesContact Details:
Company: Bright It GlobalLocation(s): Ahmedabad
Keyskills: casa sales relationship management sales execution lead generation savings accounts cross selling direct sales field sales current account
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