Relationship Manager - Premium Account
Branch Banking
Sales / Acquisition
Delhi
Branch Manager
Acquisition of High End Current Accounts through open market along with cross selling of other products of the Bank.
| 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. |
| Minimum | Preferred |
|---|---|
| Graduate | MBA + IRDA qualified |
| 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. |
| Skill | Attribute |
|---|---|
| Computer Skills | Good skills of Excel. |
| Banking Knowledge | Candidates with basic knowledge of Business Banking, Trade/FX will be preferable. |
| Skill | Attribute |
|---|---|
| Communication Skills | Good written & verbal communication. Fluency in English (written and spoken). |
| Presentation Skills | Presentable and with High Grooming standards. |
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