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Vrinda Global
RM-PA
Vrinda Global · posted 14 days ago
Suratcurrent account saving account
About the role
Relationship Manager - Premium Accounts
Department
Branch and Business Banking
Job
Sales / Acquisition
Location
Reporting To
Senior Relationship Manager - Premium Current Account
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 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.
Competency Requirements
Technical Skills
- Computer Skills : Good skills of Excel.
- Banking Knowledge : Candidates with basic knowledge of Business Banking, Trade/FX will be preferable.
Behavioural Skills
- Communication Skills : Good written & verbal communication. Fluency in English (written and spoken).
- Presentable and with High Grooming standards.