Clint of umind cosulting a leading bank requires sales managers CASA

Key Responsibilities

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 to 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  

(RBL, trade, FX, CMS/DSB etc.) to offer right business solutions to the customer

 PLS SHARE CV TO info@umindconsulting.org