Relationship Manager
Full time @Sprs Solutions Private Limited posted 1 week ago in Banking / Insurance / Financial Services Shortlist Email JobJob Detail
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Job ID 9305
Job Description
*Functional Designation*-Relationship Manager – Premium Accounts
*Department*-Branch and Business Banking
Job Sales / Acquisition
*Location*: Noida
*Reporting To* -Senior Relationship Manager – Premium Current Account
*A. Position Purpose*Â
Acquisition of High End Current Accounts through open market along with cross selling of other products of the Bank.
*B. Position Responsibilities*
1 New to bank acquisition of high end current accounts through open market lead generation and closure.
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 Â
(RBL, trade, FX, CMS/DSB etc.) to offer right business solutions to the customer
*C. Qualifications and Experience Requirement*
Minimum – Graduate with minimum 50%Â
Essential – Minimum 6 months 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.
Required skills
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