Acquisition Manager – EXIM

Job Description: Acquisition Manager – EXIM

Key Responsibilities:

1. Customer Acquisition & Onboarding

• Acquire qualified EXIM Current Account customers in accordance with bank guidelines.
• Ensure accounts are activated with required product/convenience attachments by the 25th of the following month (M+1).
• Drive timely documentation and system updation for all product attachments.

2. Product & Program Requirement Fulfilment

• Ensure customers meet eligibility norms for:
  • Monthly Average Balance (AMB/MAB) as per product guidelines.
  • Facility or remittance criteria for AU Royale Trade accounts.
  • Quarterly Throughput (QTP) of USD 25,000 or Average Quarterly Balance (AQB) of INR 100,000 (where applicable).
• Track and monitor CA AMB & TD, Tax Incomes, Trade Activation, and Assets.

3. Performance Tracking & Reporting

• Evaluate customer accounts against qualification criteria for monthly PLP payouts.
• Identify eligible and ineligible accounts based on:
  • MAB achievement
  • Product/Convenience activation timelines
  • Remittance or throughput performance
• Maintain detailed records of qualified vs. unqualified accounts for audit and payout processing.

4. Compliance & Process Adherence

• Ensure adherence to bank-defined onboarding norms and internal compliance standards.
• Monitor activation timelines, ensuring all mandatory products are live before the 25th of M+1.
• Avoid delays in documentation or system updation that may impact PLP eligibility.

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Performance Metrics

To Qualify Accounts for PLP Payouts:

• Product/Convenience attachment must be done on or before the 25th of month .
• Only attachments completed by 25th of M+1  count towards PLP consideration.
• All product-level criteria must be satisfied within defined timelines.

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PLP Payout Conditions

• Monthly PLP payout per Month will be capped at 20% of Monthly CTC , with a maximum ceiling of ₹70,000 .
• Payout schedule:
  • CA Sourcing, CA AMB & TD, Tax Incomes, Trade Activation, Asset cases — paid post M+1 basis.
  • MAB for April CA accounts  — assessed post 25th May.
  • QTP payout for Exim accounts  — validated post M+2 month.

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Required Skills & Competencies

• Strong understanding of banking products (CA, Trade, TD, FX, Assets).
• Excellent knowledge of MAB/AQB/QTP metrics and customer qualification logic.
• Strong data interpretation and account evaluation skills.
• Ability to work under strict timelines and drive end-to-end activation.
• Effective communication and customer relationship management.

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Eligibility

• Graduate/Postgraduate with experience in Business Banking, Current Accounts, Trade or SME acquisition roles.
• Minimum 1–3 years of relevant field sales experience