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
Graduate
Preferred
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.
This job description is intended to convey information essential to
understanding the scope of the position and is not an exhaustive list of
skills, efforts, duties, responsibilities, or working conditions associated
with it.