CA RM _ Bank - Gandhidham - confidential

    confidential
    confidential Gandhidham

    1 week ago

    Full time
    Description

    Role & responsibilities

    • Responsible for managing CA value-growth Generating fee income from Trade Forex, Retail Banking & Business Banking relationships
    • Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker)
    • Acquiring the high-value CASA relationships from within the group Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book
    • Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products
    • Superlative client servicing standards & rigor in managing the relationship
    • Thorough understanding of transactional and commercial banking products
    • Drive superior product & process for sales and service to premier CA client, along with necessary feedback to Program Team for enhanced product development
    • Seek references from existing clients to generate prospect list for New to Bank acquisition
    • To provide a differential customer experience that supports our YFB value proposition & also ensure maintenance of minimum YFB threshold and retention of business customer
    • To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA
    • To understand and maintain details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks.
    • Position our value proposition linking benefits to the customers key business requirement / issues Should be a team player and be able to work in cross-functional environment

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