Job Description

Functional

Designation

Relationship / Sales Manager - CASA

Department Branch Banking

Job Sales / Acquisition

Job Title Assistant Manager; Deputy Manager

Location PAN India- As defined

Reporting To Branch Manager

Position Purpose

Acquisition of High End Current / Savings Accounts through open

market along with cross selling of other products of the Bank.

Position Responsibilities

Sr

.

Key Responsibilities

1 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 & AML

2 Ensure successful onboarding of customer for a smooth transition to branch

banking team.

3 Activation of customer – Ensure that customer maintains required balances

& starts transactions in his accounts (within M1 & Q1), 80% of customers to

maintain specified AQB, 75% penetration of internet banking, 50%

penetration of DSB.

4 Activities for lead generation

5 Cross sell – Lead generation/ basic enquiry, liaising with Branch Manager &

product teams

to offer right business solutions to the

customer

Qualifications and Experience Requirement

Qualifications

Minimum Graduate

Preferred MBA + IRDA qualified

Experience

Essential 2-3 years of experience in New to Bank Current

account acquisition with a bank, preferably in SME

segment

Must possess good knowledge of commercial

catchments and business segments for new to

bank acquisition.

Should know the local language.

Competency Requirements

Technical Skills

Skill Attribute

Computer Skills Good skills of Excel.

Banking Knowledge Candidates with basic knowledge of Business Banking,

Trade/FX will be preferable.

Behavioural Skills

Skill Attribute

Communication Skills Good written & verbal communication. Fluency in

English (written and spoken)

Presentable and with High Grooming standard