Current Account Acquisition Specialist

6 days ago

Delhi NCR, India beBeeProfessional Full time ₹ 15,00,000 - ₹ 28,00,000
Key Responsibilities:

We are seeking an experienced professional to acquire Current Accounts through open market channels. The ideal candidate will have a strong understanding of commercial catchments and business segments.

  • Acquire 4–5 Current Accounts per month
  • At least 2 accounts should be PCA (Preferred Current Account)
  • IP (Initial Payment) of ₹3 lakhs; M1 MAB (Monthly Average Balance) of ₹4 lakhs
  • Ensure KYC & AML compliance

Customer Onboarding:

  • Ensure a smooth transition of new customers to the branch banking team

Customer Activation:

  • Ensure customers start transactions and maintain balances (M1 & Q1)
  • 80% of customers to maintain specified AQB (Average Quarterly Balance)
  • 75% penetration of Internet Banking
  • 50% penetration of DSB (Digital Self Banking)

Lead Generation Activities:

  • Conduct activities for continuous lead generation

Cross-Selling:

  • Generate leads and make basic enquiries
  • Coordinate with Branch Manager and product teams
  • Offer customized business solutions to customers
Qualifications and Experience Requirement:

The ideal candidate must possess:

  • Minimum: Graduate degree
  • Preferred: MBA + IRDA qualified
  • 1–3 years in New to Bank Current Account acquisition (preferably in SME segment)
  • Good understanding of commercial catchments and business segments
  • Proficiency in local language required
Technical Skills:

The ideal candidate should possess:

  • Computer Skills: Proficiency in Excel
  • Banking Knowledge: Basic understanding of Business Banking, Trade, and FX preferred
Behavioral Skills:

The ideal candidate must demonstrate:

  • Good verbal and written communication
  • Fluency in English (spoken and written)

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