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Assistant Branch Manager/ Current Account Relationship Manager

Kochi, Kerala

Private Sector Bank

Job Description

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

Requirements
Candidate must possess a MBA/PGDBA/PGPM
Minimum 3 year(s) of working experience in the related field is required for this position
Candidate should possess good Communication skills
Preferred Skills : Managers specializing in Banking/Financial Services or equivalent


Current Account Relationship Manager

Responsibilities
Ensure overall value enhancement from the portfolio of customers handled by you.
Responsible for the portfolio health of customers, in terms of activation, value build-up, and AQB maintenance.
Proactively monitoring balances and controlling attrition.
Understanding the customer business and prepare customer profile
Focusing on Profile-based selling approach, for cross - sell of value added products/services and exploring potential for new to bank liability customer acquisition through referral of portfolio customers.
Maintain continuous customer engagement through customer visits / contacts, and proactively resolve customer issues / queries.
Action on central triggers / initiatives on value build up, cross sell and portfolio monitoring as per Branch Sales Process.
Work in close consultation with the central product team to modify the product features / parameters to suit the need of portfolio customers (Product Customisation)

Requirements
2 to 6 years of experience
Basic knowledge of current account and other liability / services products
Good relationship management and presentation skills
Effective communication and influencing skills.
Preferably having prior experience in relationship management / branch banking operational / customer interaction roles in banking / financial services sector.

Company Description

Leading Private Sector Bank

Additional Information

Last updated:
04/04/2019
Job type:
Full time
Position type:
Permanent
Vacancies:
3
Minimum experience:
Between three and five years
Education:
Compulsory Education
Category:
Jobs in Sales / Business Development
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