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27/12 MD Vanjani
CEO at Synergy Plus Business Consulting Group

Views:23 Applications:11 Rec. Actions:Recruiter Actions:0

Assistant Manager/Deputy Manager - CASA Sales - Bank (2-5 yrs)

Bangalore Job Code: 305629

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 :

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 (RBL, trade, FX, CMS/DSB etc.) 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.

Behavioral Skills :

Skill Attribute :

- Communication Skills Good written & verbal communication. Fluency in English (written and spoken)

- Presentable and with High Grooming standards

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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