Relationship Manager - Premium Account

Acquisition of High End Current Accounts through open market along with cross selling of other products of the Bank.

• Position Responsibilities

Sr.Key Responsibilities 1New to bank acquisition of high end current accounts through open market lead generation and closure, 45 CA in a month of which 2 should be PCA & IP of 3 lacs, M1 MAB of 4 lacs.

Adherence to Bank policies and guidelines such as KYC & AML2Ensure successful onboarding of customer for a smooth transition to branch banking team.

3Activation of customer Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB.

4Activities for lead generation

5Cross sell Lead generation / basic enquiry, liaising with Branch Manager & product teams

(RBL, trade, FX, CMS / DSB etc.) to offer right business solutions to the customer

• 1-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segment
• Must possess good knowledge of commercial catchments and business segments for new to bank acquisition.
• Should know the local language.

Skills Required

Sme, Relationship Management