Relationship Manager

Job Description Functional Designation Relationship / Sales Manager • Primer Current Account Department Branch Banking Job Sales / Acquisition Job Title Manager Location PAN India • As defined Reporting To Senior Relationship Manager • Primer Current Account A. PositionPurpose Acquisition of High End Current Accounts through open market along with cross selling of other products of the Bank. B. Position Responsibilities Sr. Key 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 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. D. Competency Requirements a. Technical Skills Skill Attribute Computer Skills Good skills of Excel. Banking Knowledge Candidates with basic knowledge of Business Banking, Trade/FX will be preferable. b. Behavioural Skills Skill Attribute Communication Skills Good written & verbal communication. Fluency in English (written and spoken) Presentable and with High Grooming standards