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

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

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

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

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

Sales and Influencing Skills

Banking Product & Process Knowledge. The candidate should have past experience of Current Account product & processes, Trade & Forex , Door Step banking and other current account related products.

Planning and Organizing Skills

Communication & Writing skills

Knowledge of Competition & Current trends in financial Industry.