Preferred Current A/c-relationship Manager | Leading Bank @ Kolkata

Hiring for leading client into Banking Sector

3 - 8 Years

Job Description

Overall Goal:
Current Account RM will be responsible for
* Acquisition of new Business Entity customers and creating CA Book
* Management of Acquired Current Account customers
* Enhancement of the relationship by cross-selling products and services as per the profile & need of the these current account customers
* Deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers
* Make RBL Bank a primary bank for customer and get maximum wallet share

Key Result / Responsibility Areas:
a) Acquisition of Business Entity (Current Account) customers -
 Acquisition of NTB High Value Current Accounts
 NTB Acquisition of Current accounts dealing in international Trade
 Identify and Acquire New to Bank working capital limit customers with Trade Limits viz Buyers Credit, PCFC, LC,BG etc
 Acquire New to Bank customer requiring Assets Limits Business Loans, Cash Management Services & Door Step Banking, API Banking and other allied Current Account services
RM will have to create his own CA book by self-sourcing, Market Visit & Industry & Area Scoping, External References & Leads.
b) Portfolio Management -
* Engage with Acquired customer on regular basis and ensure that Group company and Family customers also bank with RBL Bank
* Regularly interact with the customer to build rapport, customer profiling should be used to set customer level objectives post discussion branch Manager/TL. Customer interaction to be regular updated in system provided.
* Ensure that within each customer group a minimum number of stipulated Income Generating products are sold as per the customers profile and needs. RM to Cross sell appropriate products to the customers and ensure activate usage.
* Enhance Values within each of the customer groups by ensuring that a/cs are activated
* Cross Sell Bank Products for revenue generation and engagement
 Basis customer business requirement cross sell products like POS , Payment Gateway, Trade /Forex ( LC /BG/ Remittance /OD) , Doorstep Banking Services.
 Cross Sell various RBL Bank products like TPP, FD. Credit Card, Loans to customers and related group business/ family
 Drive active business transaction through RBL bank account
 Should know the customer's business in order to provide banking and financial solutions
 Register customer for various Direct Banking Channels of the bank
B) Customer Services
* Ensure quality customer service is delivered
* Recording complaints as per the specified process
* Resolving all complaints received from portfolio customers within the stipulated TAT's and ensure appropriate customer communication on closures
* Preventive complaint management by regular interaction with the customers
C) Target Achievement
* PC- RM will be given a quarterly and yearly target on revenue, product cross sell and book value build up
* Basis the Target the RM will be tracked on regular basis for achievement of the Targets
* CA RM will be evaluated on Portfolio Score Card

If inteested plz share your updated CV at

Salary: INR 3,00,000 - 6,00,000 PA.

Industry:Banking / Financial Services / Broking

Functional Area:Sales, Retail, Business Development

Role Category:Retail Sales

Role:Sales/Business Development Manager


Desired Candidate Profile

Please refer to the Job description above


PG:Post Graduation Not Required

Doctorate:Doctorate Not Required

Company Profile

HR India Solutions

recruitment firm
View Contact Details+

Recruiter Name:Snigdha

Contact Company:HR India Solutions