1 - 5 years
2 - 5 Lacs
Chennai, Coimbatore
Posted:2 days ago|
Platform:
Work from Office
Full Time
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
Vipany Management Consulting
Upload Resume
Drag or click to upload
Your data is secure with us, protected by advanced encryption.
Chennai, Coimbatore
2.0 - 5.0 Lacs P.A.
Kolkata, Mumbai, Bengaluru
12.0 - 15.0 Lacs P.A.
Mumbai, Ahmedabad, Surat
5.0 - 10.0 Lacs P.A.
Experience: Not specified
5.0 - 9.0 Lacs P.A.
Chennai, Bengaluru, Mumbai (All Areas)
3.0 - 4.5 Lacs P.A.
4.0 - 10.0 Lacs P.A.
Experience: Not specified
2.0 - 7.0 Lacs P.A.
Kochi, Ernakulam, Kottayam
2.0 - 4.0 Lacs P.A.
3.0 - 6.0 Lacs P.A.
8.0 - 10.0 Lacs P.A.