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Vrinda Global
Relationship Manager- Premium Accounts
Vrinda Global · posted 13 days ago
Surat
About the role
Job Description
| Functional Designation | Relationship Manager - Premium Account |
| Department | Branch Banking |
| Job | Sales / Acquisition |
| Location | Surat |
| Reporting To | Branch Manager |
Position Purpose
Acquisition of High End Current Accounts through open market along with cross selling of other products of the Bank.
Position 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
| 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. |
Competency Requirements
Technical Skills
| Skill | Attribute |
| Computer Skills | Good skills of Excel. |
| Banking Knowledge | Candidates with basic knowledge of Business Banking, Trade/FX will be preferable. |
Behavioural Skills
| Skill | Attribute |
| Communication Skills | Good written & verbal communication. Fluency in English (written and spoken). |
| Presentable and with High Grooming standards. |
Note: This job description is intended to provide an overview of the responsibilities and requirements of the position. It is not exhaustive and may be subject to change.