Verified Job
Accounting - Finance
Current Account Relationship Manager
Accounting - Finance
#383894
Remote / WFH
Job Description
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Current Account Relationship Manager
Workassist
Kolkata, West Bengal
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4 hours ago
Full–time
Job Details
Job Type : Full Time
Role : Experienced
Min Salary : 6 Lakh
Max Salary : 7 Lakh
Experience : 2 to 3 Yrs
Locality : Kolkata
Eligibility : Graduation
Company : Leading Private Bank
Category : Banking
Note: This is a requirement for one of the Workassist Hiring Partner
Role Description
This is a full-time role for a Current Account Relationship Manager. The role will involve managing relationships with current account customers, providing excellent customer service, and identifying opportunities to upsell and cross-sell products and services. The Current Account Relationship Manager will be responsible for meeting sales targets, resolving customer issues, and maintaining a high level of customer satisfaction. This role is located in the Greater Kolkata Area and requires on-site work.
• New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month Adherence to Bank policies and guidelines such as KYC & AML
• Ensure successful onboarding of customer for a smooth transition to branch banking team.
• Activation of customer – Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB.
• Activities for lead generation
• Cross sell – Lead generation/ basic enquiry, liaising with Branch Manager & product teams (Trade, FX, CMS/DSB etc.) to offer right business solutions to the customer
Qualifications
• Strong relationship management and customer service skills
• Experience in sales and achieving targets
• Excellent communication and interpersonal skills
• Knowledge of banking products and services
• Ability to analyze data and identify opportunities
• Strong problem-solving and decision-making skills
• Ability to work in a fast-paced and target-driven environment
• Bachelor's degree in Business, Finance, or a related field
Company Description
Workassist is an online recruitment and employment solution provider in India. Our platform connects job seekers with relevant profiles to employers across different industries and experience levels. We leverage technology to provide the best opportunities for job seekers and the best talent for employers. We work with over 10,000+ recruiters from sectors such as Banking & Finance, Consulting, Sales & Marketing, HR, IT, Operations, and Legal.
(Note: There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well).
So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don't hesitate to apply today. We are waiting for you
Current Account Relationship Manager
Workassist
Kolkata, West Bengal
Apply
4 hours ago
Full–time
Job Details
Job Type : Full Time
Role : Experienced
Min Salary : 6 Lakh
Max Salary : 7 Lakh
Experience : 2 to 3 Yrs
Locality : Kolkata
Eligibility : Graduation
Company : Leading Private Bank
Category : Banking
Note: This is a requirement for one of the Workassist Hiring Partner
Role Description
This is a full-time role for a Current Account Relationship Manager. The role will involve managing relationships with current account customers, providing excellent customer service, and identifying opportunities to upsell and cross-sell products and services. The Current Account Relationship Manager will be responsible for meeting sales targets, resolving customer issues, and maintaining a high level of customer satisfaction. This role is located in the Greater Kolkata Area and requires on-site work.
• New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month Adherence to Bank policies and guidelines such as KYC & AML
• Ensure successful onboarding of customer for a smooth transition to branch banking team.
• Activation of customer – Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB.
• Activities for lead generation
• Cross sell – Lead generation/ basic enquiry, liaising with Branch Manager & product teams (Trade, FX, CMS/DSB etc.) to offer right business solutions to the customer
Qualifications
• Strong relationship management and customer service skills
• Experience in sales and achieving targets
• Excellent communication and interpersonal skills
• Knowledge of banking products and services
• Ability to analyze data and identify opportunities
• Strong problem-solving and decision-making skills
• Ability to work in a fast-paced and target-driven environment
• Bachelor's degree in Business, Finance, or a related field
Company Description
Workassist is an online recruitment and employment solution provider in India. Our platform connects job seekers with relevant profiles to employers across different industries and experience levels. We leverage technology to provide the best opportunities for job seekers and the best talent for employers. We work with over 10,000+ recruiters from sectors such as Banking & Finance, Consulting, Sales & Marketing, HR, IT, Operations, and Legal.
(Note: There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well).
So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don't hesitate to apply today. We are waiting for you
