Relationship Premium Accounts Manager - Banking

1 - 5 years

2 - 5 Lacs

Chennai, Coimbatore

Posted:2 days ago| Platform: Naukri logo

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Skills Required

Casa Retail Liabilities Liabilities Casa Sales Current Account Saving Account Retail Banking Liability Products Field Sales Relationship Management Retail Branch Banking Branch Banking

Work Mode

Work from Office

Job Type

Full Time

Job Description

To acquire high-end Current and Savings Accounts (CASA) through open market sourcing and drive cross-selling of other banking products and services, ensuring customer activation, retention, and a seamless transition to branch banking. Key Responsibilities Responsibility: 1: Acquire high-value Current Accounts through open market leads and achieve monthly CASA targets. Ensure strict adherence to bank policies, including KYC and AML compliance. 2: Ensure seamless onboarding and handover of new customers to the branch banking team for long-term engagement. 3: Drive early activation of accounts (within M1 and Q1): ensure customers maintain Average Quarterly Balance (AQB), initiate transactions, achieve 75% internet banking penetration, and 50% DSB (Digital Savings Bank) penetration. 4: Conduct lead generation activities in the catchment area through direct sourcing, networking, and promotional events.5Identify and generate leads for cross-selling; coordinate with Branch Manager and product teams (RBL, Trade, FX, CMS/DSB, etc.) to deliver comprehensive banking solutions. Qualifications & Experience Education : Minimum: Graduate Preferred: MBA with IRDA certification Experience : 1- 5 years of experience in acquiring New-to-Bank Current Accounts, preferably in the SME segment In-depth knowledge of commercial catchments and local business ecosystems Fluency in the local language is essential Competency Requirements Technical Skills Computer Proficiency : Strong knowledge of MS Excel Banking Knowledge : Basic understanding of Business Banking products including Trade, Forex, and CMS is desirable Behavioral Skills Communication : Strong verbal and written communication skills; fluency in English Sales Acumen : Target-driven with a proven track record in customer acquisition and relationship building Teamwork & Coordination : Ability to collaborate with internal teams to deliver value-added services to clients

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Vipany Management Consulting
Vipany Management Consulting

Management Consulting

New York

50 Employees

9 Jobs

    Key People

  • John Smith

    CEO
  • Jane Doe

    Managing Partner

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