Job Details
PCAM_Nagpur_4thAug_Drive
Nagpur, Maharashtra
Job Description: Preferred / Portfolio Current Account Manager (PCAM)
Grade: Up to Deputy Manager (DM)
Location: Nagpur, Maharashtra
Key Responsibilities
CASA Acquisition: Acquire high-value Current Accounts and Savings Accounts through open market lead generation, local market coverage, and referrals.
Portfolio Management: Maintain and build relationship value with high-net-worth clients, traders, and SME business owners.
Cross-Selling: Cross-sell relevant financial products including Trade/Forex, Cash Management Services (CMS), Credit Cards, Fixed Deposits, and Wealth/Insurance products.
Activation & Balance Build-up: Ensure prompt account activation, mobile/digital banking setup, and retention of required Average Quarterly Balance (AQB).
Compliance & KYC: Ensure strict adherence to RBI guidelines, KYC/AML norms, and internal audit checks during customer onboarding.
Eligibility & Core Requirements
Education: Graduate / Post Graduate (MBA / Finance preferred).
Experience: Minimum 3 years of hands-on experience in CASA acquisition, business banking, or retail branch sales.
Local Market Knowledge: Strong understanding of the Nagpur commercial landscape, key market hubs (e.g., Itwari, Dharampeth, MIDC areas), and local business networks.
Skills: Strong communication, negotiation, business development, and customer relationship management skills.