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Relationship Manager - Current Account TFX (Manager)

Published date: 2024/01/10
  • Location: bengaluru, Karnataka, India
• 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 and AML
• Ensure successful onboarding of customer for a smooth transition to branch banking team.
• Activation of customer – Ensure that customer maintains required balances and starts transactions in his accounts (within M1and 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 (trade, FX, CMS/DSB etc.) to offer right business solutions to the customer
Company Name: Leading Private Bank

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