Leading Indian Bank requires - Current Account Relationship Manager's

Role & Responsibilities:

Client Acquisition & Relationship Management

• Acquire high-value Current Account (CA) relationships from existing and new clients within the group
• Increase Customer to Group (CTG) and Product to Group (PTG) ratios through deepening and upselling
• Maintain strong client servicing standards to ensure high retention and satisfaction
• Drive New-to-Bank (NTB) acquisition through referrals and targeted prospecting

Revenue Generation & Product Sales

• Generate fee income from Trade Forex, Retail Banking, and Business Banking segments
• Cross-sell wealth management products including Mutual Funds (MF), Life Insurance (LI), General Insurance (GI), Credit Cards (CC), Lockers, and Y-SEC
• Focus on meeting goal sheet targets related to CASA value growth, TFX income, CMS, BB, NTB acquisition, and other product categories

Product Knowledge & Service Delivery

• Demonstrate a thorough understanding of transactional and commercial banking products
• Provide tailored banking solutions such as Trade Forex, CMS, POS, Payment Gateway, Doorstep Banking, and Working Capital
• Deliver superior sales and service processes for premier CA clients and share feedback with the product team for enhancement
• Ensure a differentiated and seamless customer experience that aligns with the bank's value proposition

Business Understanding & Risk Awareness

• Maintain detailed knowledge of clients business nature and models to identify opportunities and risks
• Position banking solutions in alignment with customers key business requirements and challenges
• Ensure maintenance of minimum business thresholds and continuous monitoring of customer engagement

Collaboration & Team Contribution

• Work effectively in a cross-functional team environment to achieve shared goals
• Coordinate with internal stakeholders for efficient service delivery and business development