Job Description
Job Description - Relationship Manager - Premium Accounts - Airoli ()Relationship Manager - Premium Accounts - Airoli() Description
Job Description
Functional Designation
Relationship / Sales Manager -PrimerCurrent Account
Department
Branch Banking
Job
Sales / Acquisition
Job Title
Manager
Location
PAN India- As defined
Reporting To
Senior Relationship Manager - PrimerCurrent 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, 4~5 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), % of customers to maintain specified AQB, % penetration of internet banking, % 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
Work Locations
:|AiroliNational Operating Centre, th Floor, Unit SB-1,2 & NB ? 1Empire Tower, Reliable Tech Park, Off Thane - Belapur Road, Airoli Navi Mumbai
Job Posting
:Sep , 8|
Unposting Date
:|Ongoing
Job Description
Functional Designation
Relationship / Sales Manager -PrimerCurrent Account
Department
Branch Banking
Job
Sales / Acquisition
Job Title
Manager
Location
PAN India- As defined
Reporting To
Senior Relationship Manager - PrimerCurrent 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, 4~5 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), % of customers to maintain specified AQB, % penetration of internet banking, % 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
Work Locations
:|AiroliNational Operating Centre, th Floor, Unit SB-1,2 & NB ? 1Empire Tower, Reliable Tech Park, Off Thane - Belapur Road, Airoli Navi Mumbai
Job Posting
:Sep , 8|
Unposting Date
:|Ongoing
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
