Position Purpose

Acquisition of High End Current / Savings Accounts through open market along
with cross selling of other products of the Bank.

Position 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
(RBL, trade, FX, CMS/DSB etc.) to offer right business solutions to the customer

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.