Job Description
Job description
• Position Purpose
Acquisition of High End Current Accounts through open market along with cross selling of other products of the Bank.
• Position Responsibilities
Sr. Key Responsibilities
• 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.
• 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
Qualifications
• Minimum Graduate Preferred MBA + IRDA qualified.
Experience
• 1-3 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.
• Competency Requirements
Technical Skills
• Good skills of Excel.
• Candidates with basic knowledge of Business Banking, Trade/FX will be preferable.
Behavioural Skills
• Good written & verbal communication. Fluency in English (written and spoken).
• Presentable and with High Grooming standards.
• Position Purpose
Acquisition of High End Current Accounts through open market along with cross selling of other products of the Bank.
• Position Responsibilities
Sr. Key Responsibilities
• 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.
• 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
Qualifications
• Minimum Graduate Preferred MBA + IRDA qualified.
Experience
• 1-3 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.
• Competency Requirements
Technical Skills
• Good skills of Excel.
• Candidates with basic knowledge of Business Banking, Trade/FX will be preferable.
Behavioural Skills
• Good written & verbal communication. Fluency in English (written and spoken).
• Presentable and with High Grooming standards.
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager Premium Account position is now open for candidates interested in the Bank Jobs sector. This role in New Delhi 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.
