Job Title: CRM (Current Account RM) Overall Goal: Current Account RM will be responsible for Acquisition of new Business Entity customers and creating CA Book Management of Acquired Current Account customers Enhancement of the relationship by cross-selling products and services as per the profile && need of the these current account customers Deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers Relationship Manager CASA Acquisition of High-End Current Accounts through open market along with cross selling of other products of the Bank. 1 New to bank acquisition of high end current accounts through open market lead generation and closure, 4~5 CA in a month of which 2 should be PCA && IP of 3 lacs, M1 MAB of 4 lacs. 2 Ensure successful onboarding of customer for a smooth transition to branch banking team. Interested one can share their updated resume on recruiter4.spbcgroup@gmail.com or whatsapp on 9315128588
Job Title: CRM (Current Account RM) Overall Goal: Current Account RM will be responsible for Acquisition of new Business Entity customers and creating CA Book Management of Acquired Current Account customers Enhancement of the relationship by cross-selling products and services as per the profile && need of the these current account customers Deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers Interested one can share their updated resume on recruiter4.spbcgroup@gmail.com or whatsapp on 9315128588
Were Hiring: Relationship Manager Wealth & Business Banking Location:Hyderabad Experience: 3+ Years in Banking Industry: Banking Key Responsibilities: Portfolio Growth: Grow the Liability Book and Investment AUM through both deepening of existing relationships and new client acquisition. Revenue Generation: Drive cross-sell of Business Banking and Wealth Products, including Trade Forex, Insurance, Investments, Retail Assets, and more. Client Acquisition & Relationship Management: Acquire and manage high-potential clients across business, individual (Resident and NRI) segments. Focus on quality sourcing and onboarding of potential Insignia clients. Product Penetration: Enhance product holding per client and increase exit barriers by offering tailored financial solutions. Portfolio Management: Conduct regular financial check-ups, portfolio reviews, and asset allocations for all clients at defined intervals. Client Engagement: Collaborate with product specialists to provide bespoke wealth and business banking solutions. Partner with Client Experience Managers to ensure top-tier client servicing. Compliance & Documentation: Ensure adherence to internal compliance guidelines and improve documentation quality to reduce rejection rates. 360 Client Ownership: Provide holistic financial management with full ownership of client relationships. Interested candidates can share their updated resume at: WhatsApp: 9315128588
Were Hiring: Relationship Manager Wealth & Business Banking - (AMFI and IRDA CERTIFICATION ARE MUST) Experience: 5+ Years in Banking Industry: Banking Key Responsibilities: Portfolio Growth: Grow the Liability Book and Investment AUM through both deepening of existing relationships and new client acquisition. Revenue Generation: Drive cross-sell of Business Banking and Wealth Products, including Trade Forex, Insurance, Investments, Retail Assets, and more. Client Acquisition & Relationship Management: Acquire and manage high-potential clients across business, individual (Resident and NRI) segments. Focus on quality sourcing and onboarding of potential Insignia clients. Product Penetration: Enhance product holding per client and increase exit barriers by offering tailored financial solutions. Portfolio Management: Conduct regular financial check-ups, portfolio reviews, and asset allocations for all clients at defined intervals. Client Engagement: Collaborate with product specialists to provide bespoke wealth and business banking solutions. Partner with Client Experience Managers to ensure top-tier client servicing. Compliance & Documentation: Ensure adherence to internal compliance guidelines and improve documentation quality to reduce rejection rates. 360 Client Ownership: Provide holistic financial management with full ownership of client relationships. Interested candidates can share their updated resume at: WhatsApp: 9315128588
Key Skills: Good understanding of CA, Trade & Forex, CMS and Asset products - CC, OD, TL, Export Finance Self-starter, Understanding of financial markets and economic trends, excellent communication and interpersonal skills. Ability to manage complex client requirements. Grade: Deputy Manager / Manager / Senior Manager Key Performance Indicators Acquire New-to-Bank business banking accounts with focus on Premium CA, CMS products (POS, QR, IPG, API), TFX, SA, Working Capital Finance and Retail Assets. Develop new high net-worth customer relationships for retail liabilities & assets. Build a strong portfolio of PCA, EXIM clients with focus on client profitability. Acquire and build a portfolio of Premium Current Accounts and Exim clients and grow them through multiple business banking products / cross sell. Identification and development of new business segments and geographical areas to generate business opportunities. Enrich relationships and garner higher wallet share through customer engagement activities and increase customer stickiness by providing Corporate banking products like Tax payment, Internet banking, Trade products, Cms etc. Responsible for achieving the allocated targets pertaining to Current Account productivity and fee income through Trade and Forex, Debit cards and Cms. Ownership of self-acquired product portfolio, pricing, revenues (including fee) Maintain working knowledge of the local market, its trends, its potential, competitors, premiere service providers etc. Reporting to: Area Head - PCRM, Branch and Business banking, Interested one pls share your resume on recruiter4.spbcgroup@gmail.com