Relationship Manager - CASA Sales

2 - 3 years

5 - 9 Lacs

Posted:-1 days ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Summary:

Sales / Acquisition Executive

Key Responsibilities:

1. New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month 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

Technical Skills:

Computer Skills Good skills of Excel.

Banking Knowledge Candidates with basic knowledge of Business Banking, Trade/FX will be preferable

Preferred Qualifications (Nice to Have)

  • Experience in

    SaaS, fintech, telecom, FMCG, or service-based industries

    .
  • Prior exposure to

    cold calling, lead generation, or inside sales

    .
  • Knowledge of

    digital sales channels and marketing automation tools

    .

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Staffing and Recruiting

Frankfurt Germany

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