Relationship Manager Premium Accounts - Coimbatore - ref. q5036315

apartmentS Pro HR Consultancy Services placeCoimbatore calendar_month 

Job Description

Role: Relationship Manager Premium Account [CASA]

Key Responsibilities

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

Ensure successful onboarding of customer for a smooth transition to branch banking team.

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.

Activities for lead generation

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

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