Role & responsibilities
Customer Acquisition & Onboarding
Acquire qualified EXIM Current Account customers in accordance with bank guidelines.
Ensure accounts are activated with required product/convenience attachments by the 25th of the following month (M+1).
Drive timely documentation and system updation for all product attachments
.
Product & Program Requirement Fulfilment
Ensure customers meet eligibility norms for:
Monthly Average Balance (AMB/MAB) as per product guidelines.
Facility or remittance criteria for AU Royale Trade accounts.
Quarterly Throughput (QTP) of USD 25,000 or Average Quarterly Balance (AQB) of INR 100,000 (where applicable).
Track and monitor CA AMB & TD, Tax Incomes, Trade Activation, and Assets.
Performance Tracking & Reporting
Evaluate customer accounts against qualification criteria for monthly PLP payouts.
Identify eligible and ineligible accounts based on:
MAB achievement
Product/Convenience activation timelines
Remittance or throughput performance
Maintain detailed records of qualified vs. unqualified accounts for audit and payout processing.
Compliance & Process Adherence
Ensure adherence to bank-defined onboarding norms and internal compliance standards.
Monitor activation timelines,



ensuring all mandatory products are live before the 25th of M+1.
Avoid delays in documentation or system updation that may impact PLP eligibility.

Performance Metrics To Qualify Accounts for PLP Payouts:
Product/Convenience attachment must be done on or before the 25th of month.
Only attachments completed by 25th of M+1 count towards PLP consideration.
All product-level criteria must be satisfied within defined timelines.

PLP Payout Conditions
Monthly PLP payout per Month will be capped at 20% of Monthly CTC, with a maximum ceiling of 70,000.
Payout schedule
CA Sourcing, CA AMB & TD, Tax Incomes, Trade Activation, Asset cases paid post M+1 basis.
MAB for April CA accounts — assessed post 25th May.
QTP payout for Exim accounts — validated post M+2 month.

Required Skills & Competencies
Solid understanding of banking products (CA, Trade, TD, FX, Assets).
Excellent knowledge of MAB/AQB/QTP metrics and customer qualification logic.
Solid data interpretation and account evaluation skills.
Ability to work under strict timelines and drive end-to-end activation.
Effective communication and customer relationship management.

📌 Acquisition Manager Exim Mumbai
🏢 Dream Solution Indore
📍 Mumbai