Loading open roles
Vrinda Global
Relationship Manager-Premium Accounts
Vrinda Global · posted 1 month ago
Goa, Kanakapura +5 more
About the role
Position Responsibilities
|
Sr. |
Key Responsibilities |
|
1 |
New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month
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 |