Job Description:
Relationship Manager -Premium Account
Location Gujarat
Reporting To Branch Manager
A. Position Purpose
Acquisition of High End Current Accounts through open market along with cross selling of
other products of the Bank.
1. 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
to offer right business solutions to the customer
1. 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.
1. Competency Requirements
2. Technical Skills
Skill Attribute
Computer Skills Good skills of Excel.
Banking Knowledge Candidates with basic knowledge of Business Banking, Trade/FX
will be preferable.
1. Behavioural Skills
Skill Attribute
Communication Skills Good written & verbal communication. Fluency in English (written
and spoken)
Presentable and with High Grooming standards
