Current Account Relationship Manager - Bank

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.

Strategic/ Managerial Responsibilities:

- 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

- 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.