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Relationship Manager

3 months ago

Bengaluru, Karnataka, India Waytogo Consultants Full time
  • 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 and IP of 3 lacs, M1 MAB of 4 lacs.
  • Adherence to Bank policies and guidelines such as KYC and AML
  • Ensure successful onboarding of customer for a smooth transition to branch banking team.
  • Activation of customer – Ensure that customer maintains required balances and starts transactions in his accounts (within M1 and Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB.
  • Activities for lead generation
  • Cross sell – Lead generation/ basic enquiry, liaising with Branch Manager and product teams (Bank, trade, FX, CMS/DSB etc.) to offer right business solutions to the customer