Relationship Manager – Premium Accounts

 A.  Position Purpose

 B.  Position Responsibilities

1. 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
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

 C.  Qualifications and Experience Requirement

Qualifications

Minimum Graduate with minimum 50%

Preferred MBA + IRDA qualified

Experience

• 0-2 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.

1. Technical Skills

Skill Attribute

Computer Skills Good skills of Excel.

1. Behavioural Skills

Skill Attribute

Communication Skills Good written & verbal communication. Fluency in English (written and spoken)

Presentable and with High Grooming standards