Functional Designation Relationship Manager - Premium Accounts

Department

- Branch and Business Banking

Job

- Sales / Acquisition

Reporting To

- Senior Relationship Manager - Premium Current Account

Position Purpose

- Acquisition of High End Current / Savings Accounts through open market along with cross selling of other products of the Bank.

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

- 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
- 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

C. 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

D. Competency Requirement a. Technical Skills

- Computer Skills: Good skills of Excel
- Banking Knowledge: Candidates with basic knowledge of Business Banking, Trade/FX will be preferable

b. Behavioural Skills

- Communication Skills: Positive written & verbal communication. Fluency in English (written and spoken)
- Presentable and with High Grooming standards

📌 Relationship Manager - Premium Accounts (Navi Mumbai)
🏢 RBL Finserve
📍 Navi Mumbai