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Hiring for Current Account RM, CASA RM, & Wealth RM in a leading Bank

2.00 to 7.00 Years   Hyderabad   04 Sep, 2023
Synergy Plus Business Consulting Group Hiring For in a pvt leading Bank
Job LocationHyderabad
EducationNot Mentioned
SalaryRs 5 - 12 Lakh/Yr
IndustryBanking
Functional AreaSales / BDPre-Sales
EmploymentTypeFull-time

Job Description

    Job Title: CRM (Current Account RM)Overall Goal:
    • Current Account RMwill be responsible for
    • Acquisition of new Business Entity customers and creating CA Book
    • Management of Acquired Current Account customers
    • Enhancement of the relationship by cross-selling products and services as per
    • the profile && need of the these current account customers
    • Deepening the size of the relationship and retention of the customers by
    • providing the best possible services and being the dedicated point of contact for
    • these customers
    Relationship Manager CASAAcquisition of High-End Current Accounts through open market along with crossselling of other products of the Bank.1 New to bank acquisition of high end current accounts through open market leadgeneration and closure, 4~5 CA in a month of which 2 should be PCA & IP of 3 lacs,M1 MAB of 4 lacs.2 Ensure successful onboarding of customer for a smooth transition to branch bankingteam.Wealth RM1. Increasing the Liability book and Investment AUM portfolio size through,deepening and new acquisition.2. Revenue generation through cross sell of business banking and wealth productslike Trade Forex, Insurance, Investments, Retail Assets etc.3. Ensure quality of sourcing by acquiring Potential Insignia Clients.4. Acquiring and managing both business, individual (resident and NRI) clients.5. Increase product penetration and exit barriers, by cross- selling more number ofproducts per client.Interested one can share their updated resume on hidden_email

Keyskills :
casacasa salescurrent accountcrpsaving accountwealth managementbdmassistant managerhni

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