Job Description
• New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month Adherence to Bank policies and guidelines such as KYC and AML
• Ensure successful onboarding of customer for a smooth transition to branch banking team.
• Activation of customer – Ensure that customer maintains required balances and starts transactions in his accounts (within M1and 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 (trade, FX, CMS/DSB etc.) to offer right business solutions to the customer
• Ensure successful onboarding of customer for a smooth transition to branch banking team.
• Activation of customer – Ensure that customer maintains required balances and starts transactions in his accounts (within M1and 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 (trade, FX, CMS/DSB etc.) to offer right business solutions to the customer
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager | Current Account TFX |Manager position is now open for candidates interested in the Bank Jobs sector. This role in Bengaluru 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.
