Acquisition of high-end Current/Savings Accounts through the open market, along with cross-selling other bank products.
Key Responsibilities
- New-to-bank acquisition of high-end current accounts through open market lead generation; closure of monthly CASA targets. Adherence to KYC & AML guidelines.
- Ensure successful onboarding of customers for smooth transition to the branch banking team.
- Customer activation ensure required balances and transaction activity within M1 & Q1; 80% AQB maintenance, 75% internet banking penetration, 50% DSB penetration.
- Drive lead-generation activities.
- Cross-sell via lead generation and liaison with Branch Manager & product teams (trade, FX, CMS/DSB, etc.) to offer suitable solutions to customers.
Qualifications & Experience
- Graduate; MBA + IRDA qualified preferred.
- 2–3 years' experience in New-to-Bank current account acquisition, preferably in the SME segment.
Valuable knowledge of commercial catchments and business segments for new-to-bank acquisition; knowledge of local language required