Relationship Manager - Premium Accounts - Borivali

Job Description

Functional Designation

Relationship / Sales Manager -Primer Current Account

Location

PAN India- As defined

Reporting To

Senior Relationship Manager - Primer Current Account

PositionPurpose

Acquisition of High End Current Accounts through open market along with cross selling of other products of the Bank.

Position Responsibilities

Key Responsibilities

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

Ensure successful onboarding of customer for a smooth transition to branch banking team.

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.

Activities for lead generation

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

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.

Computer Skills

Good skills of Excel.

Banking Knowledge

Candidates with basic knowledge of Business Banking, Trade / FX will be preferable.

b. Behavioural Skills

Communication Skills

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

Presentable and with High Grooming standards