Current Account Relationship Manager-Branch Banking- Mumbai
Published date: 2024/01/10
- Location: Mumbai, Maharashtra, India
Job Description
• 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 Indias largest private sector bank by assets and the worlds 10th largest bank by market capitalisation as of April 2021
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
• 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 Indias largest private sector bank by assets and the worlds 10th largest bank by market capitalisation as of April 2021
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
0 page views
Related listings
-
Chief AccountantBankIndependently handles the finance and accounting of a country cluster of significant size, revenue and complexity Manages a team to deliver the day to day accounting. Ensures true and fair view of financials are published effectively Has responsibili...2026/11/10
-
Analyst - Investment OperationsBankInvestment Ops Analyst The Investment Operations Analyst assists with operational activities for the investment function, supporting the management of capital on behalf of pensions, endowments, corporate plan sponsors, and other institutional investo...2026/11/10
-
Debt Recovery Manager-Consumer DurableBankJob DescriptionRoles and Responsibilities Responsible for managing and undertaking collections process for debts that have been assignedRegularly track the portfolio for specific buckets for the assigned areaTrack and control the delinquency of the a...2026/11/10