Associate Manager/ Sr Manager/Relationship Officer

Job Profile: Relationship Officer – Manager/ Sr Relationship Officer/Relationship Officer - Current Account (CA)

Role Objective

To acquire New-to-Bank (NTB) Current Account (CA) customers and grow CA balances through pure acquisition and field sales.

Key Responsibilities

• Acquire Current Account (CA) customers (NTB)

• Merchant, SME & Business sourcing

• Traders, Retailers, Wholesalers

• MSME, Proprietors, Partnerships, LLPs

• Market visits, cold calling & area mapping

• Corporate & local business tie-ups

• Ensure CA account opening & activation

• Build CA balances & transaction volumes

• POS & CMS (Cash Management Services) onboarding

• Documentation, KYC & compliance as per bank norms

• Achieve monthly targets on:

• CA Units

• CA Value / Balance Build-up

• Transaction Activation

• CMS / POS where applicable

KRAs

• NTB...