Job Description
Acquisition of High End Current / Savings Accounts through open market along with cross selling of other products of the Bank.
Key Responsibilities
1 New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month 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
Desired Experience & Qualification
Minimum Graduate
Preferred MBA + IRDA qualified
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.