Relationship Manager - Premium Current & Savings Accounts

Job Overview

Join Veerwal Getwork Services as a Relationship Manager handling premium Current and Savings Account (CASA) clients. The position requires acquiring new high-value customers through open market prospecting, ensuring seamless onboarding, and fostering strong client relationships.

Key Responsibilities

• Source and acquire fresh Current Account customers from the open market.
• Generate leads via field sales and networking approaches.
• Cross-promote a wide range of banking products including Trade, Foreign Exchange, Cash Management Services, and Digital Solutions.
• Manage smooth account opening processes adhering to KYC and AML standards.
• Focus on customer activation and promote digital banking adoption.
• Meet and exceed monthly acquisition and business volume targets.
• Maintain compliant operations in line with bank policies.
• Establish and nurture relationships with SMEs and local enterprises.

Candidate Requirements

• Graduation required; MBA preferred.
• 1 to 3 years of professional experience in banking sales or CASA customer acquisition.
• Background in SME or business banking is an advantage.
• Excellent communication and relationship management abilities.
• Deep understanding of local market dynamics and fluency in the local language is essential.

Skills & Expertise

Candidates should be familiar with sales and lead generation within the retail banking sector, particularly focusing on CASA products.