Job Description
Relationship / Sales Manager - Primer Current Account
Department
Branch Banking
Job
Sales / Acquisition
Job Title
Manager
Location
PAN India- As
defined
Reporting To
Senior
Relationship Manager - Primer 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, 45 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
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
Call 9022157*** -Kiran
email your resume on [HIDDEN TEXT]
www.hyfly.in
Hy Fly Consultancy
Employement Category:
Employement Type: Full time
Industry: Banking/Accounting/Financial Services
Functional Area: Banking
Role Category: Phone Banking Officer
Role/Responsibilies: Relationship Manager - Premium Accounts | On Bank Payroll-no 1 Pvt Bank
Contact Details:
Company: Hy Fly Consultancy
Location(s): Mumbai
Keyskills:
customer relationshipdigital saleschannel salescustomer servicebusiness developmentretail branch bankingmarketingretail liabilitiesrelationship managementclient acquisitionportfolio managementmutual fundswealth managementdirect sales