Manager Current Account Sri Krishna Nagar

UPOSITION DESCRIPTION JOB TITLE Manager-Current Account GRADE : M DEPARTMENT Branch Banking, TASC & TPP LOCATION : Branch SUB-DEPARTMENT Branch Banking TYPE OF POSITION : Full time REPORTS TO BSM / Branch Manager (where ever BSM is not available) REPORTING INTO ROLE PURPOSE & OBJECTIVE This role is responsible for acquiring current current account customers from the open market and cross-selling of products/services as per the profile & need of the customers. This role drives the current account business for the respective branch and ensure the CA targets for the branch is met. The incumbent provides service to NTB current account customers. This role also handles cross selling of QR & POS and is accountable for adherence to compliance and regulatory norms. SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE CA Numbers: 5 to 8 Current accounts (based on vintage) CA Values: 9 lacs to 15 lacs incr. CA value (based on vintage) TPP Wgt Premium: 0.40 lacs to 0.65 lacs (based on vintage) Current accounts, Saving Accounts, Term Deposits, Life insurance, Health/General Insurance, Dmat, Mutual Funds, SIP, ASBA etc KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business Meet the set targets on current account in terms of open market acquisition Focus on building the current account book for the bank Understand need and acquire customers who meet the criteria for liability products through either of the below channels: Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels Maintain the database of the prospects, meet select prospects and manage the relationship thereafter Accompany MSE staffs on the field for actively driving conversion of existing borrowing customers into liabilities customers Cross sell other products of Ujjivan such as QR, POS & TPP and pass on quality leads to respective MSE loan officers Share customer insights/product related feedback with the Branch Manager Customers Interact with cust .