Current Account Relationship Manager - Leading Bank, Mumbai
Thane, Maharashtra, India · Full Time
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- Experience
- Any
- Salary
- INR 1,000,000 – INR 1,700,000 / year
- Openings
- 1
- Posted
- 1 week ago
- Work mode
- In office
- Education
- Any graduate
- Eligibility
- Any graduate is eligible to apply for this role.
- Resume
- Required to apply
Where you'll work
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Job description
Role Overview and Responsibilities
This role involves driving growth in Current Account (CA) portfolios by managing value enhancement and generating fee income through Trade Forex, Retail Banking, and Business Banking client relationships. The manager will focus on cross-selling wealth management products including Mutual Funds, Life Insurance, General Insurance, Credit Cards, Youth Savings, and locker facilities.
Key duties include acquiring high-value CASA relationships within the group, boosting Customer to Group (CTG) and Product to Group (PTG) engagement ratios, and deepening CA-led relationships to meet goal sheet targets encompassing CASA values, trading income, Business Banking, Cash Management Services, and other products.
Providing excellent client servicing with rigorous relationship management is essential, alongside a thorough understanding of transactional and commercial banking products. The role demands active promotion of superior product and process excellence for sales and service, with continuous feedback to the program team for product enhancements.
Responsibilities also include leveraging existing clients for references to expand new-to-bank acquisitions, delivering distinctive customer experiences aligned with the bank's value proposition, and ensuring maintenance of minimum bank thresholds while retaining business clients.
The manager will focus on strategically cross-selling value-added services such as Trade Forex, CMS, POS systems, payment gateway solutions, doorstep banking, loans, and overdraft facilities. Detailed knowledge of customers' business nature and models is crucial to uncover opportunities and risks, positioning the bank's value proposition effectively.
Teamwork and the ability to work in a cross-functional environment are necessary attributes for success in this role.
Application Information
Interested candidates are encouraged to send their resumes directly via email or WhatsApp to the contact provided.