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Verified Job Accounting - Finance

Relationship Manager Premium Accounts T Nagar

Chennai, Tamil Nadu
Accounting - Finance
#221017
Remote / WFH

Job Description

Relationship Manager - Premium Accounts - T Nagar(Job Number:)DescriptionUpdate by OBIQualificationsFunctional DesignationRelationship / Sales Manager - CASADepartmentBranch BankingJobSales / AcquisitionJob TitleManagerLocationPAN India- As definedReporting ToSenior Relationship Manager / Branch ManagerA.Position PurposeAcquisition of High End Current / Savings Accounts through open market along with cross selling of other products of the Bank.B.Position ResponsibilitiesSr.Key Responsibilities1New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a monthAdherence to Bank policies and guidelines such as KYC & AML2Ensure successful onboarding of customer for a smooth transition to branch banking team.3Activation 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.4Activities for lead generation5Cross sell – Lead generation/ basic enquiry, liaising with Branch Manager & product teams (RBL, trade, FX, CMS/DSB etc.) to offer right business solutions to the customerC.Qualifications and Experience RequirementQualificationsMinimumGraduatePreferredMBA + IRDA qualifiedExperienceEssential-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 Requirementsa.Technical SkillsSkillAttributeComputer SkillsGood skills of Excel.Banking KnowledgeCandidates with basic knowledge of Business Banking, Trade/FX will be preferable.b.Behavioural SkillsSkillAttributeCommunication SkillsGood written & verbal communication.Fluency in English (written and spoken)Presentable and with High Grooming standards
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