Job Description
Job Description
| Functional Designation |
RMPA |
| Department |
Branch Banking |
| Job |
Sales / Acquisition |
| Reporting To |
Branch Manager |
Position Purpose
Acquisition of High End Current Accounts through open market along with
cross selling of other products of the Bank.
Position Responsibilities
| Sr. |
Key Responsibilities |
| 1 |
New to bank acquisition of high end current accounts through open
market lead generation and closure, 4~5 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.
|
| 2 |
Ensure successful onboarding of customer for a smooth transition to
branch banking team.
|
| 3 |
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.
|
| 4 |
Activities for lead generation. |
| 5 |
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.
|
Qualifications and Experience Requirement
Qualifications
| Minimum |
Preferred |
| Graduate |
MBA + IRDA qualified |
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.
|
Competency Requirements
Technical Skills
| Skill |
Attribute |
| Computer Skills |
Good skills of Excel. |
| Banking Knowledge |
Candidates with basic knowledge of Business Banking, Trade/FX will
be preferable.
|
Behavioural Skills
| Skill |
Attribute |
| Communication Skills |
Good written & verbal communication. Fluency in English (written and
spoken).
|
|
Presentable and with High Grooming standards. |
Confidential Document