Job Description

Functional Designation

Relationship Manager - Premium Accounts

Department

Branch and Business Banking

Job

Sales / Acquisition

Location

Reporting To

Senior Relationship Manager - Premium Current Account

1. 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

Current 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

(RBL, trade, FX, CMS/DSB etc.) to offer right business solutions to the customer

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.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Relationship Manager Premium (Gandhinagar)
🏢 Sigma Allied Services
📍 Gandhinagar