CEO at Synergy Plus Business Consulting Group
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Relationship Manager - Sales - Bank (2-3 yrs)
We are hiring for :
Functional Designation Relationship Manager - Premium Accounts
Department ; Branch and Business Banking
Job Sales/Acquisition
Location : Kharghar Sec-19 Navi Mumbai.
Reporting To : Senior Relationship Manager -Premium Current Account
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 (RBL, trade, FX, CMS/DSB etc.) to offer right business solutions to the customer
C. Qualifications and Experience Requirement :
Qualifications :
- Minimum Graduate with minimum 50%
- 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.
D. Competency Requirements :
- Technical Skills :
- Skill Attribute :
- Computer Skills Good skills of Excel.
- Banking Knowledge Candidates with basic knowledge of Business Banking, Trade/FX will be preferable.
- Behavioural Skills :
Skill Attribute :
- Communication Skills Good written &verbal communication. Fluency in English (written and spoken)
- Presentable and with High Grooming standards.
Contact No : 9205476699
