Current Account Relationship Manager-Branch...
Published date: 2024/01/10
- Location: Jaipur, Rajasthan, India
Job Information
Industry
Banking
Work Experience
5+ years
Salary
upto 12 lac per annum
City
Jaipur
State/Province
Rajasthan
Country
India
Zip/Postal Code
302003
• To ensure acquisition & value build of new to Bank customers & Trade/Fx led CA customers in the branch in the identified segments.
• To Identify, build, acquire and deepen relationships to gain incremental wallet share of the high-value segment through a superior customer experience.
• To ensure high-value enhancement through acquisition & deepening in the mapped portfolio.
• To Provide a differentiated customer experience that supports value proposition. Execute integrated sales, service and relationship strategies to support growth and retention of business customers.
• To recognise and understand a client’s global banking needs in order to provide holistic financial solutions.
• 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, family SA, de-mat & securities, life & general insurance & credit Cards.
• To ensure onboarding, M+1 activation, Value builds up & AQB maintenance of accounts acquired.
• To Master referral opportunities to grow the portfolio. Proactively source, acquire and expand high-value customer relationship by maximising sale and service opportunities.
• To ensure Sales process adherence & desired value productivity
• To ensure catchment mapping & scoping for the CA business & prepare a wish list of potentially high-value customers from each identified segment in the catchment.
• To monitor customer profile, understand customer’s business needs & provide appropriate product / pricing solution.
• To Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools.
• To ensure proactive migration of portfolio customers to direct banking channels esp. Net Banking.
• To maintain continuous customer engagement with all customers sourced by self & team through customer visits & proactively resolve customer issues/queries.
Requirements
Educational Qualifications: Graduation/Post-Graduation
Certifications:
• AMFI Certification
• IRDA Certification
• NCFM Certification (Optional)
Key Skills:
• Sales and Influencing Skills
• Banking Product & Process Knowledge
• Planning and Organizing Skills
• Good Communication skills
• Knowledge of Competition & Current trends in financial Industry.
Experience Required:
• Minimum experience in years – 4 to 10 yr
• Exposure to banking preferable
Benefits
About Client:
HDFC Bank Limited is an Indian banking and financial services company headquartered in Mumbai. It is India's largest private sector bank by assets and the world's 10th largest bank by market capitalisation as of April 2021
Industry
Banking
Work Experience
5+ years
Salary
upto 12 lac per annum
City
Jaipur
State/Province
Rajasthan
Country
India
Zip/Postal Code
302003
• To ensure acquisition & value build of new to Bank customers & Trade/Fx led CA customers in the branch in the identified segments.
• To Identify, build, acquire and deepen relationships to gain incremental wallet share of the high-value segment through a superior customer experience.
• To ensure high-value enhancement through acquisition & deepening in the mapped portfolio.
• To Provide a differentiated customer experience that supports value proposition. Execute integrated sales, service and relationship strategies to support growth and retention of business customers.
• To recognise and understand a client’s global banking needs in order to provide holistic financial solutions.
• 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, family SA, de-mat & securities, life & general insurance & credit Cards.
• To ensure onboarding, M+1 activation, Value builds up & AQB maintenance of accounts acquired.
• To Master referral opportunities to grow the portfolio. Proactively source, acquire and expand high-value customer relationship by maximising sale and service opportunities.
• To ensure Sales process adherence & desired value productivity
• To ensure catchment mapping & scoping for the CA business & prepare a wish list of potentially high-value customers from each identified segment in the catchment.
• To monitor customer profile, understand customer’s business needs & provide appropriate product / pricing solution.
• To Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools.
• To ensure proactive migration of portfolio customers to direct banking channels esp. Net Banking.
• To maintain continuous customer engagement with all customers sourced by self & team through customer visits & proactively resolve customer issues/queries.
Requirements
Educational Qualifications: Graduation/Post-Graduation
Certifications:
• AMFI Certification
• IRDA Certification
• NCFM Certification (Optional)
Key Skills:
• Sales and Influencing Skills
• Banking Product & Process Knowledge
• Planning and Organizing Skills
• Good Communication skills
• Knowledge of Competition & Current trends in financial Industry.
Experience Required:
• Minimum experience in years – 4 to 10 yr
• Exposure to banking preferable
Benefits
About Client:
HDFC Bank Limited is an Indian banking and financial services company headquartered in Mumbai. It is India's largest private sector bank by assets and the world's 10th largest bank by market capitalisation as of April 2021
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