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
(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 valuable knowledge of commercial
catchments and business segments for new to bank
acquisition.
- Should know the local language.