• Current Account Sales Officer Jobs in Mumbai City - 23808463

  • Lordi Systems Staffing Solutions Pvt Ltd
  • Mumbai City
  • Save Job
  • 2 - 6 Years
  • Posted : above 1 month

Job Description:

Openings for Current Account Acquisition Manage
Location ;MUMBAI
Job Name PA (Business Unit) Current Account Acquisition Manager Retail Branch Banking
Job Title (Job Name) Current Account Acquisition Manager (CA-AM)
Business Unit (PA) Retail Branch Banking
Team (Sub team in the PA) RBB
Reports to (job) Sr Branch Sales Manager (SBSM)
Location of role Pan India
Job Fn Sales
Role Type Individual Contributor No of direct reportees NIL Travel Required No / Light / Moderate / Extensive
Job Band Range E1 E3 JD Created date 02/05/2019 JD Updated date 02/05/2019
JD approved by (business) Manish Makhija - M2284 Version No 10
Job Purpose
Responsible for Current Account Nos and Value target by ensuring Customer On-boarding/Process Adherence/Supervisory Reviews/Joint Calls, Marketing & Local level activities with adherence to Bank policies and guidelines such as KYC & AML/reduction of FTNR
Job Responsibilities(JR) 6 8 Areas Actionable (4-6)
Responsible for CA Nos Acquisition & On boarding
Cross Sell income target Responsible for CA Nos [6 CA Self Sourced Pm]
NAV [12 Cr Self Sourced NAV pa]
Cross Sell income target [15 Lacs pa]
Customer Engagement Handling a portfolio of 80 - 100 CA led Groups with a maxOf 50 base groups
Portfolio Quality & Hygiene To offer right business solutions to the customer with regular engagement with customer for
value build up and cross sale
Maintain portfolio quality benchmarks for Activation / balance maintenance / Digital Activation & Family Banking
Lead generation for Business Assets [Fund Based and Non Fund Based] through EEG, BBG, LAP, ECG& BL Lead generation for Business Assets [Fund Based and Non Fund Based] through EEG, BBG, LAP, ECG& BL
Responsible to ensure Customer On-boarding/Process Adherence/Supervisory Reviews/Joint Calls, with adherence to Bank policies and guidelines such as KYC & AML/reduction of FTNR Responsible to ensure Customer On-boarding/Process Adherence/Supervisory Reviews/Joint Calls, with adherence to Bank policies and guidelines such as KYC & AML/reduction of FTNR
Educational Qualifications(examples listed below) Key Skills(examples listed below)
Graduation
Post-Graduation
Certifications
AMFI Certification
IRDA Certification
NCFM Certification (Optional)
CAIIB (Optional)
Internal Certification (NR Modules)
Sales and Influencing Skills
Banking Product & Process Knowledge
NRI Product and Regulatory Knowledge
Planning and Organizing Skills
Communication
Knowledge of Competition & Current trends in financial Industry
Experience Required(examples listed below)
Minimum experience in years 1 yr
Exposure to banking preferable
Major Stakeholders(intra team and cross functional stakeholders, who would need to be interacted with for discharging duties)(examples listed below)
Customers
Branch Banking Team
Operations
NR Product Team
Treasury
HLIC
Insurance CAM
MF Fund houses personnel
HSL personnel
Interested candidates can contact Ananth 7899052238
or Email hr2lordisystemscom
,

Profile Summary:

Employment Type : Full Time
Industry : Manufacturing
Salary : Rs 3.0 - 8 Lakh/Yr
Deadline : 13th Apr 2020

Key Skills:

Taking these free online tutorials can help you get your next job

People who search this job also searched for the following Keywords

Sourced**

Salary trends based on over 1 crore profiles

View Salaries

All rights reserved © 2018 Wisdom IT Services India Pvt. Ltd DMCA.com Protection Status