Current Account Relationship Manager_Leading Bank_Noida/Delhi/Gurgaon V Konnect

5.0 - 10.0 years

10 - 15 Lacs

Noida, Gurugram, Delhi / NCR

Work from Office

Role & responsibilities - Responsible for managing CA value-growth. - Generating fee income from Trade Forex, Retail Banking & Business Banking relationships. - Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker). - Acquiring the high-value CASA relationships from within the group - Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book - Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products. - Superlative client servicing standards & rigor in managing the relationship. - Thorough understanding of transactional and commercial banking products. - Drive superior product & process for sales and service to premier CA client, along with necessary feedback to Program Team for enhanced product development. - Seek references from existing clients to generate prospect list for New to Bank acquisition. - To provide a differential customer experience that supports our Business value proposition & also ensure maintenance of minimum Business threshold and retention of business customer. - To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA. - To understand and maintain details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks. Position our value proposition linking benefits to the customers key business requirement / issues. - Should be a team player and be able to work in cross-functional environment. Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or WhatsApp Number 9893057024

Posted 3 days ago

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Current Account Relationship Manager Rekrut India

3.0 - 8.0 years

4 - 7 Lacs

Thane, Navi Mumbai, Mumbai (All Areas)

Work from Office

Key Responsibilities: New Client Acquisition: Identify and onboard new current account customers (SMEs, startups, professionals, traders, etc.) Generate leads through cold calls, networking, referrals, and field visits Relationship Management: Maintain and grow existing client relationships Ensure regular engagement to understand client needs and offer relevant banking solutions Cross-Selling & Revenue Growth: Promote and cross-sell business banking products (e.g., payment solutions, POS, forex, term deposits, loans, etc.) Drive CASA balances and transaction volume growth Compliance & Risk Management: Ensure KYC/AML compliance and documentation accuracy Monitor account activity for risk flags or unusual transactions Customer Service: Act as a single point of contact for clients for any banking requirements Resolve queries and issues promptly

Posted 1 week ago

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