A. Position Purpose
Acquisition of High End Current Accounts through open market along with cross selling of other products of the Bank.
B. Position Responsibilities
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
( 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 good knowledge of commercial catchments and business segments for new to bank acquisition.
- Should know the local language.
Interested candidates may send their updated CV at soumyadip@peoplemint.in