Deputy Manager at Prowiz Consulting
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Relationship Manager - Sales - Current Account (3-8 yrs)
Responsibilities
- Achievement of new acquisition value and number plan for retail current accounts for the branch. (responsibility on new acquisition plans/product mix etc. will be basis the acquisition model i.e. CANI or BSM)
- Ensure overall value enhancement from the portfolio of customers handled.
- Responsible for monitoring the portfolio health of portfolio retail current accounts in the branch, with respect to on-boarding, activation, value build-up & AQB maintenance
- Understanding the customer business and prepare customer profile
- Focusing on Profile-based selling approach, for cross - sell of value added products/services and acquisition of new to bank liability customer through referral of portfolio customers.
-Proactively monitoring balances and controlling attrition.
- Maintain continuous customer engagement through customer visits / contacts and proactive resolution of customer issues / queries.
- Action on central triggers / initiatives on value build up, cross sell and portfolio monitoring as per Branch Sales Process.
- Support catchment profiling for the branch for CA potential with the help of branch / sales team
- Monitoring of sourcing of current account by Sales Team or Coex linked to the branch.
- Work in close consultation with the central product team to modify the product features / parameters to ensure right product fitment for portfolio customers (Product Customization)
- Provide regular inputs to the product team on competition benchmarking, opportunities and segmentation, product features and quality of portfolio acquired
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