Functional Designation Relationship Manager - Premium Accounts

Department

Job

Reporting To

Position Purpose

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

A. Position Purpose

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

B. Position Responsibilities

New 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 & AML
Ensure successful onboarding of customer for a smooth transition to branch banking team
Activation 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
Activities for lead generation
Cross 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

C. Qualifications and Experience Requirement

Qualifications

Experience

Essential: 2-3 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

D. Competency Requirement

a. Technical Skills

Computer Skills: Good skills of Excel
Banking Knowledge: Candidates with basic knowledge of Business Banking, Trade/FX will be preferable

b. Behavioural Skills

Communication Skills: Good written & verbal communication. Fluency in English (written and spoken)
Presentable and with High Grooming standards