Relationship Manager - Sales - Current Account (3-8 yrs) Kolkata (BFSI Sales/Marketing)
Prowiz Consulting
1d ago
source :


  • Achievement of new acquisition value and number plan for retail current accounts for the branch. (responsibility on new acquisition plans / product mix etc.
  • will be basis the acquisition model i.e. CANI or BSM)

  • Ensure overall value enhancement from the portfolio of customers handled.
  • Responsible for monitoring the portfolio health of portfolio retail current accounts in the branch, with respect to on-
  • boarding, activation, value build-up & AQB maintenance

  • Understanding the customer business and prepare customer profile
  • Focusing on Profile-based selling approach, for cross - sell of value added products / services and acquisition of new to bank liability customer through referral of portfolio customers.
  • Proactively monitoring balances and controlling attrition.
  • Maintain continuous customer engagement through customer visits / contacts and proactive resolution of customer issues / queries.
  • Action on central triggers / initiatives on value build up, cross sell and portfolio monitoring as per Branch Sales Process.
  • Support catchment profiling for the branch for CA potential with the help of branch / sales team
  • Monitoring of sourcing of current account by Sales Team or Coex linked to the branch.
  • Work in close consultation with the central product team to modify the product features / parameters to ensure right product fitment for portfolio customers (Product Customization)
  • Provide regular inputs to the product team on competition benchmarking, opportunities and segmentation, product features and quality of portfolio acquired
  • ref :

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