Branch Relationship Executive

CASA SALES PROFESSIONAL

Assistant Manager / Deputy Manager

PROFESSIONAL SUMMARY

Results-oriented Banking Sales and Relationship Management professional with experience in CASA acquisition, New-to-Bank customer onboarding, and portfolio development across Retail and SME Banking segments. Proven track record of sourcing high-value Current and Savings Accounts through market mapping, field prospecting, referral generation, and business network development. Strong knowledge of KYC, AML, regulatory compliance, and customer due diligence processes. Skilled in driving account activation, balance growth, digital banking adoption, and cross-selling banking solutions including Trade Finance, Foreign Exchange, Cash Management Services, Insurance, and Liability products. Adept at building long-term customer relationships, identifying business opportunities within commercial catchments, and consistently achieving acquisition, revenue, and portfolio growth targets. Proficient in MS Excel, MIS reporting, and customer engagement with strong communication, negotiation, and presentation skills.

EXPERIENCE HIGHLIGHTS

1. Acquired New-to-Bank Current and Savings Account customers through field sourcing, referrals, market intelligence, and business development activities.

2. Generated quality leads from SME, trader, professional, and business-owner segments to achieve CASA acquisition and revenue targets.

3. Ensured adherence to KYC, AML, and regulatory compliance requirements during customer onboarding and account opening processes.

4. Coordinated with branch operations and service teams to facilitate seamless onboarding, account activation, and customer servicing.

5. Drove customer engagement initiatives to improve Average Quarterly Balance, account utilization, and transaction volumes.

6. Promoted Internet Banking, Mobile Banking, and digital banking solutions to enhance customer experience and deepen relationships.

7. Identified and generated cross-sell opportunities for Business Banking, Trade Finance, FX, CMS, Insurance, and other banking products.

8. Conducted regular market visits to commercial hubs, industrial areas, and business clusters to expand market penetration and customer acquisition.

9. Built and maintained strong relationships with business owners, professionals, and SME clients to improve customer retention and portfolio growth.

10. Consistently worked towards achieving sales, acquisition, and profitability objectives while maintaining high service standards.

CORE COMPETENCIES

Sales & Acquisition | Banking Products

CASA Acquisition & Liability Sales | Customer Onboarding & Activation

Current Account & Savings Account Sales | Cross-Selling & Revenue Generation

New-to-Bank Acquisition | Trade Finance & FX Products

SME & Business Banking | Cash Management Services

Relationship Management | Digital Banking & Customer Engagement

Lead Generation & Market Mapping | Portfolio Management

KYC & AML Compliance | MS Excel & MIS Reporting

JOB DETAILS

Expected CTC: ₹5.00 LPA

Notice Period: Immediate / As Applicable

Preferred Location: Pune, MH

Languages: English, Hindi, Malayalam

Reporting To: Area Sales Manager

Job Type: Field Role

APPLY NOW

Contact: 9161190624

Email: ssmanagement@myyahoo.com

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