Rm Pa
2 weeks ago
**3 - 10 years**:
**Any Graduate**:
**Wealth Management
- Current Account**:
**5 ~ 8 LPA**:
**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
