Key responsibilities:
\xc2\xa7Responsible for managing CASA value-growth

\xc2\xa7Generating fee income from Trade Forex, Retail Banking & Business Banking relationships

\xc2\xa7Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker)

\xc2\xa7Acquiring the high-value CASA relationships from within the group

\xc2\xa7Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book

Strategic/ Managerial Responsibilities

\xc2\xa7Deepening & 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

\xc2\xa7Superlative client servicing standards & rigor in managing the relationship

\xc2\xa7Thorough understanding of transactional and commercial banking products

\xc2\xa7Drive superior product & process for sales and service to premier CA client, along with necessary feedback to Program Team for enhanced product development

\xc2\xa7Seek references from existing clients to generate prospect list for New to Bank acquisition

\xc2\xa7To provide a differential customer experience that supports our YFB value proposition & also ensure maintenance of minimum YFB threshold and retention of business customer

\xc2\xa7To 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

\xc2\xa7To 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

\xc2\xa7Should be a team player and be able to work in cross-functional environment

Risk and Internal Controls

\xc2\xa7To follow the risk policies and processes prescribed within the bank for operational, regulatory, financial, informational, reputational and audit risks

\xc2\xa7Ensuring the processes are understood & the same is carried out in regular functioning

\xc2\xa7To adhere to sales process & KYC norms of the bank

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