Relationship Manager Premium Account

Functional Designation

Relationship Manager - Premium Accounts

Department

Branch and Business Banking

Job

Sales / Acquisition

Location

Reporting To

Senior Relationship Manager - Premium   Current Account

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

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)

Presentable and with High Grooming standards