- Graduate with 2-3 years experience in new to bank current account acquisition, MBA + IRDA preferred, knowledge of commercial catchments and business banking
- Acquire high-end current accounts, generate leads, ensure customer onboarding and activation, cross-sell banking products
Acquisition of High End Current Accounts through open market along with cross selling of other products of the Bank.
1. Position Responsibilities
Sr.Key Responsibilities1New 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 & AML2Ensure successful onboarding of customer for a smooth transition to branch banking team.
3Activation 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.
4Activities for lead generation
5Cross 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
1. Qualifications and Experience Requirement
QualificationsMinimumGraduate Preferred MBA + IRDA qualifiedExperienceEssential- 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 current to bank acquisition.
- Should know the local language.
1. Competency Requirements
2. Technical Skills
SkillAttributeComputer SkillsGood skills of Excel. Banking KnowledgeCandidates with basic knowledge of Business Banking, Trade/FX will be preferable.
1. Behavioural Skills
SkillAttributeCommunication SkillsGood written & verbal communication. Fluency in English (written and spoken) Presentable and with High Grooming standards