Senior Associate, Team Lead CASA Channel, Consumer...
Published date: 2024/01/10
- Location: Ahmedabad, Gujarat, India
Business Function
Group Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In Group T&O, we manage the majority of the Bank's operational processes and inspire to delight our business partners through our multiple banking delivery channels.
Job Purpose
• To manage the Team of CASA & CEP Personal Bankers in the region who are supposed to acquire CASA Accounts, Salary accounts, Build Balances / TD book and cross sell multiple banking products like Insurance, Gold Loan, Personal Loan, Consumer LAP etc.
Key Accountability
• The key accountability of the Regional Liability Head is to build & manage the team of CASA & CEP Personal Bankers in the region to get desired level of productivity per person by overachieving the scorecard parameters. The scorecard parameters are Revenue, Balance build & Number of accounts including Corporate Salary Accounts.
Job Duties and Responsibilities
• Build & run a team of strong CASA & CEP Personal Bankers.
• Per person productivity, Per client activation & cross sell.
• Acquiring new accounts (Current and Savings) from branch catchment area
• Quality sourcing of salary accounts from corporates
• Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio.
• Participate in corporate induction and migration events around the catchment area
• Build strong relationship with internal teams to leverage existing relationships from SME
• Conduct low-cost micro marketing activities around catchment areas for lead generations
Preferred Qualification and Experience
• Graduate/post-graduate
• 4 - 5 years of relevant experience
• Span of leadership control preferably of over 20-40 resources in the region
• Experience of doing business in the given region
• Strong control on Local Language would be preferred
Core Competencies
• Sales & Networking Skills. Good Communication & Listening Skills
• Goal / Target oriented
• IRDA & AMFI certification is preferred. This is a must post joining.
• Excellent verbal and written communication skills
Technical Experience and Competencies
• Banking knowledge
• Computer Skills and digital knowledge
• Good network in the market
India-Gujarat-Ahmedabad
Group Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In Group T&O, we manage the majority of the Bank's operational processes and inspire to delight our business partners through our multiple banking delivery channels.
Job Purpose
• To manage the Team of CASA & CEP Personal Bankers in the region who are supposed to acquire CASA Accounts, Salary accounts, Build Balances / TD book and cross sell multiple banking products like Insurance, Gold Loan, Personal Loan, Consumer LAP etc.
Key Accountability
• The key accountability of the Regional Liability Head is to build & manage the team of CASA & CEP Personal Bankers in the region to get desired level of productivity per person by overachieving the scorecard parameters. The scorecard parameters are Revenue, Balance build & Number of accounts including Corporate Salary Accounts.
Job Duties and Responsibilities
• Build & run a team of strong CASA & CEP Personal Bankers.
• Per person productivity, Per client activation & cross sell.
• Acquiring new accounts (Current and Savings) from branch catchment area
• Quality sourcing of salary accounts from corporates
• Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio.
• Participate in corporate induction and migration events around the catchment area
• Build strong relationship with internal teams to leverage existing relationships from SME
• Conduct low-cost micro marketing activities around catchment areas for lead generations
Preferred Qualification and Experience
• Graduate/post-graduate
• 4 - 5 years of relevant experience
• Span of leadership control preferably of over 20-40 resources in the region
• Experience of doing business in the given region
• Strong control on Local Language would be preferred
Core Competencies
• Sales & Networking Skills. Good Communication & Listening Skills
• Goal / Target oriented
• IRDA & AMFI certification is preferred. This is a must post joining.
• Excellent verbal and written communication skills
Technical Experience and Competencies
• Banking knowledge
• Computer Skills and digital knowledge
• Good network in the market
India-Gujarat-Ahmedabad
0 page views
Related listings
-
Customer Relationship Manager In Ahmedabad | Bank Jobs (INDSQJ #28185)BankWe are looking for an experienced customer relationship manager to be responsible for engaging with key customers by building and preserving trusting relationships. The customer relationship manager will constantly identify opportunities to grow the ...2026/11/10
-
2026/11/10
-
Risk & Control Review ManagerBankJob Title – Analyst Place of work - Gujarat - Ahmedabad Business Unit – Risk Function – Enterprise Risk Management Job Purpose: The role is required for rural business preferably Branch credit Manager (BCM)/Customer Service Manager (CSM). The role ho...2026/11/10