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Vrinda Global
Relationship Manager Premium accounts
Vrinda Global · posted 2 months ago
Indore
About the role
Job Description
|
Functional Designation |
Relationship Manager - Premium Accounts |
|
Department |
Branch and Business Banking |
|
Job |
Sales / Acquisition |
|
Location |
|
|
Reporting To |
Senior Relationship Manager - Premium Current Account |
A. Position Purpose
|
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), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% 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 with minimum 50% |
|
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 |
|
|
|
Job Description
|
Functional Designation |
Relationship Manager - Premium Accounts |
|
Department |
Branch and Business Banking |
|
Job |
Sales / Acquisition |
|
Location |
|
|
Reporting To |
Senior Relationship Manager - Premium Current Account |
A. Position Purpose
|
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), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% 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 with minimum 50% |
|
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 |
|
|
|
Job Description
|
Functional Designation |
Relationship Manager - Premium Accounts |
|
Department |
Branch and Business Banking |
|
Job |
Sales / Acquisition |
|
Location |
|
|
Reporting To |
Senior Relationship Manager - Premium Current Account |
A. Position Purpose
|
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), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% 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 with minimum 50% |
|
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 |
|
|
|