Verified Job
Accounting - Finance
Relationship Manager Premium Accounts Borivali
Accounting - Finance
#304749
Remote / WFH
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
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
