Current Account Relationship Manager- Bank- Gurgaon...
Published date: 2024/01/10
- Location: Gurugram , Haryana, India
Responsible for managing CA value-growth
Generating fee income from Trade Forex, Retail Banking & Business Banking relationships
Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker)
Acquiring the high-value CASA relationships from within the group.
Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book.
Strategic/ Managerial Responsibilities:
Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products
To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA.
To understand and maintain details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks. Position our value proposition linking benefits to the customers key business requirement / issues.
Should be a team player and be able to work in cross-functional environment.
Generating fee income from Trade Forex, Retail Banking & Business Banking relationships
Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker)
Acquiring the high-value CASA relationships from within the group.
Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book.
Strategic/ Managerial Responsibilities:
Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products
To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA.
To understand and maintain details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks. Position our value proposition linking benefits to the customers key business requirement / issues.
Should be a team player and be able to work in cross-functional environment.
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